Managing Director - Investments
As a high-net-worth investor or business owner, your financing needs may often be complex. Based on your unique situation, we evaluate your borrowing needs and may recommend using strategic lending to help diversity and complement your overall wealth management plan. With access to the resources you need, we help you take advantage of the flexibility and opportunities lending can provide.1
Working with our highly specialized and experienced team, our mission is to advocate for you–across the Firm–coordinating the right combination of resources so you can find the best solution to meet your needs. Through our affiliates, you’ll have access to residential mortgages, home equity lines of credit, business financing, and credit cards through Wells Fargo affiliates.
Our team’s skills and experience drives us to strategically interface with your other professional advisors including your attorney, accountant, and estate planner. We also collaborate with our own teammates and specialists within Wells Fargo Advisors and Wells Fargo Bank, N.A. to access the deep resources you need to achieve your financial goals. This financial quarterbacking helps deliver the highest level of advice and service so that you and your family can make the most informed investment decisions.