Building Your Team

Building and managing your plan is a complex challenge – one that often demands the skills of many experienced financial professionals. Together, with our knowledge and experience, we coordinate with your other advisors and access specialized resources throughout Wells Fargo and affiliates.

We can provide access to affiliates of Wells Fargo who engage in an ongoing dialogue with you and your chosen advisors to help make sure you’re on track with your goals. In addition to the resources below, we also have access to specialists from other Wells Fargo lines of business.
graphic


*Employed by Wells Fargo Bank, N.A.

EHL
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.