"When you give to community, you never lose out"
Mike Stein, Managing Director — Investments at Wells Fargo Advisors.
A financial advisor for 35+ years, Mike’s been helping families and businesses develop investment strategies that line up with their goals and financial needs. His mission: provide targeted, customized financial advice and portfolio strategies — with a high level of personal service and professional integrity. In his current position at Wells Fargo — where he’s worked for over 20 years — he manages over $500 million in assets.
A son of Holocaust survivors, Mike has always called Memphis, Tennessee home. He and his wife Essie are blessed with five children and many grandchildren, with the oldest grandson now learning in Israel.
I am very impressed with Mike. Not only is he super successful in business, but he is also super engaged in his community. (Memphis holds a special place in my heart, because my mom grew up there.) On the business side, Mike’s an award-winning wealth manager: Already in 2019, he’s been named Forbes Best in State Wealth Advisor, a Wells Fargo Premier Advisor, and one of Financial Times Top 400 Financial Advisors. And on the community side, he’s a founding member of Young Israel of Memphis (currently serving on their building committee) and a past President of Margolin Hebrew Academy — both of which are instrumental in perpetuating Torah-true values in Memphis. In addition, Mike’s a past president of Memphis Jewish Family Service and a past regional vice president of Agudas Yisrael. More recently, he helped launch the Memphis Kollel, led by Rabbi Shmuel Fromowitz and Rabbi Yosef Braha, which has infused the Memphis community with even more Torah. Mike is a shining example of living and growing in both worlds simultaneously.
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