Streeter sat for her Series 7 and 66 securities registrations over 20 years ago in Massachusetts, went on to train as a supervisor, and became Assistant Branch Manager of the downtown Boston office. She joined the San Francisco branch in 2009 and enjoyed riding a cable car to work. In 2015, she and her husband, David, relocated to Naples, Florida to be closer to Streeter’s parents.
Streeter has enjoyed guiding clients through the planning process and managing their investments. She adheres to the wealth planning principles of honesty, integrity, competence and diligence, to act in her client's best interests, exercise due care, and maintain confidentiality, objectivity, and professionalism.
Streeter began investing at the age of ten when her father taught her to read the stock pages. She earned her BA from Connecticut College, then went on to study theatre in San Francisco. A member of Actors' Equity and SAG-AFTRA, she performed in regional theatres across the country, even weathering a year of comedy on Hollywood Boulevard. After a satisfying decade treading the boards, she found her calling in a career as an investment advisor.
Streeter is an accomplished painter in both watercolors and oils. She and David enjoy laughter, time with friends, and talking long walks.
Wells Fargo Advisors is not a tax or legal advisor.
1. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
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