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    William Zeltner

    Wealth Management Leader - Estate Planning - Retirement Planning - Investments - Fiduciary - Business Development - Relationship Management

    William Zeltner is a Senior Financial Advisor and First Vice President - Investment Officer at Wells Fargo Advisors.3 He specializes in delivering a full range of investment planning strategies tailored to clients' unique needs.1 With a background in wealth management, Zeltner has held various roles at Wells Fargo, including Senior Vice President and Regional Wealth Planning Manager for New York, Connecticut, and Boston at Wells Fargo Private Bank.5

    Zeltner's expertise extends to areas such as regional wealth planning, senior wealth planning strategies, and fiduciary advisory services.2 He is known for working with high net worth clients to understand and address their complex financial needs.4 His educational background includes studies at Fordham University.4

    As of February 2025, Zeltner remains active in sharing financial insights and market updates through his professional network.6 He regularly posts about topics such as municipal markets, asset allocation, and investment strategies, demonstrating his ongoing engagement with current financial trends and his commitment to keeping clients informed.367

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    William Zeltner
    William Zeltner, photo 1
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    Location

    New York City Metropolitan Area