Emelie Gonzales , CDFA, CIMC, CLU
Assistant Vice President - Investments

Abigail Rosen, AIF, C(k)P, MBA
Associate Vice President - Investment Officer


2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

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What Is Whole Life Insurance?

Some of the pros and cons of whole life insurance

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High Yield Meets Easy Access

Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.

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What Is Universal Life insurance?

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Why Invest With Us

Why Invest With Us

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