Margaret C. Snead

Head of Operations Services, Director

Margaret Snead is responsible for internal client relationship management, operations problem resolution, managing custodian and vendor relationships, mutual fund and insurance carrier selling agreements and associate training as related to operations issues. Margaret serves as liaison between Operations and Compliance, while ensuring that branches have access to the tools and services that they need to provide superior service to clients. Margaret is a key participant in the transition process, licensing and agreements to facilitate smooth onboarding.


  • Wells Fargo Advisors, Senior Compliance Analyst, First Vice President


  • Series 7, 66