Corporate / Executive Services: The Karp Stock Plan
Our team is the largest provider of stock plan-based executive compensation services within Wells Fargo Advisors. Whether your company chooses to outsource the administration of your plans through a Wells Fargo partner or run them in-house while utilizing our group as Broker of Record, we add a significant amount of value to both the individual executives as well as the people responsible for maintaining the plans.
Our team focuses on serving the stock plan needs of both corporations, their executives and plan participants. Through Wells Fargo Advisors, we have access to the products, platforms, and people necessary to assist companies in meeting their stock plan management and execution goals. Running the team for the last 20+ years at Wells Fargo, we have vast experience with all aspects of stock plan services. We have worked with thousands of executives and directors as well as 100+ issuers to provide stock and option trade execution, executed on 1,000’s of 10b5-1 trading plans, with a superior high-touch service model.