STEVE MCCONLEY
Wells Fargo
As a Certified Exit Planning Advisor (CEPA®), Steve McConley is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Steve McConley - CEPA, N/a - Wells Fargo - Minneapolis, Minnesota, city=Minneapolis, display_country=United States, hs_object_source_label=IMPORT, url_slug=steve-mcconley, lname=McConley, designations=[CEPA, N/a], hs_object_source_id=33459517, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20FEBRUARY%202023/MCCONLEY-STEVE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-February-2023.pdf, hs_created_by_user_id=9997102, hs_createdate=1679430948809, cohortium_profile_title=Steve McConley | Exit Planner / Value Advisor at Wells Fargo | CEPA Connect Member, state=Minnesota, hs_was_imported=true, id=5633863352, designations__text_=CEPA, N/a, advisor_type=Exit Planner / Value Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Steve McConley, email=steve.k.mcconley@wellsfargo.com, cohortium_meta_description=Connect with Steve McConley, a specialized Exit Planner / Value Advisor working with Wells Fargo based in Minnesota. Credentials include: CEPA, N/a., associated_contact_record_id=18706951, website=WellsFargo.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20FEBRUARY%202023/4807_McConley_CEPA-Certificate-2023-February.pdf, is_editable=editable, url_slug_2=steve-mcconley, impersonate_user_url=https://exit-planning-institute.org/member-detail/steve-mcconley?impersonation=true, full_name=Steve McConley, hs_lastmodifieddate=1764932323597, phone=(612) 667-7167, company_name=Wells Fargo, name=Steve, hs_object_id=5633863352, associated_resources=0, hs_object_source=IMPORT, postal_code=55402, hs_object_source_user_id=9997102, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Exit Planner / Value Advisor
- Website:
https://WellsFargo.com - Phone: (612) 667-7167
- City: Minneapolis
- State: Minnesota
- Postal Code: 55402
- Country: United States
- Designations: CEPA, N/a
- Markets Served:
- Company Name: Wells Fargo
