To support your financial needs we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company.
Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.
Ted Laporte
Senior Wealth Strategist / Estate Planning Strategist
Mohammad Issa
Senior Business Banker
David Lambour
Senior Custom Credit Banker
Debbie Rankin
Philanthropic Advisor
Kris-Andra Houchins
Trust and Fiduciary Services Specialist
Joanne Shallcross
Special Needs Trust Specialist
Mariana Martinez
Family Dynamics Specialist
These resources are employed by Wells Fargo Bank, N.A. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo and Company and its affiliates do not provide tax or legal advice.