As a client, you are in a unique position to introduce others to our team, so that they, too, might benefit from our services.
Whom could you consider introducing?
• Family members, friends or associates who share your attitude, lifestyle and level of wealth accumulation. • Many of our clients are professionals and business owners.
Why you might introduce someone?
• You feel we offer outstanding service and sound financial advice. • All discussions are strictly confidential. • There is no obligation or cost associated with an introductory meeting. • We will treat your friend or family member with the same respect and courtesy that we offer you.
How do you introduce someone?
• An introduction may be appropriate when the topics of money or investing come up, and someone you know needs guidance. • With your friends permission, call our office and give us his or her name, address and telephone number. • Explain to your friend that there is no obligation and if interested, we will send a client kit and schedule a call.
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.