Professional Resources

Healthcare Professionals
Private Client
Real Estate Asset Management

Healthcare Professionals

You have access to Wells Fargo Practice Finance—a specialized financing group at Wells Fargo Bank, N.A.,—that works exclusively with dentists, physicians, optometrists, and veterinarians. This group understands the business of running a practice—whether you need capital, planning resources, or other options to help your practice grow.

Product Lines:

Practice Start-Up Loan
Acquisition Loan
Equipment Loan
Expansion Loan
Equity Loan
Business Refinance (debt consolidation)

The products and services described herein are provided by Wells Fargo Practice Finance, a division of Wells Fargo Bank, N.A. All practice financing is subject to credit approval. Commercial real estate financing is provided by Wells Fargo SBA Lending, subject to credit approval and SBA eligibility.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Private Client

As a financial advisor, we can refer you to Wells Fargo Private Bank. Private banking products and services include:

1.       Deposit and Cash Management Services*
               *Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.*
     2.       Lending Products & Services
     3.       Real Estate Financing
a. Including residential mortgages¹ and Commercial Properties –
4.       Specialized Financing
a. Including Art, Aircraft and Life insurance Premium Financing
5.       Credit Cards^₂
6.       Foreign Exchange Services^₃
7.       Interest Rate Risk Management Strategies^₄

Contact Us For More Information

Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

1 Residential Mortgages offered through Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Equal Housing Lender. NMLSR ID 399801.

2 Credit cards are offered through Wells Fargo Bank, N.A. and are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without notice.

3 Wells Fargo offers foreign exchange hedging products and foreign currency management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission and a member of the National Futures Association. This information does not constitute investment advice or a recommendation or opinion to enter into any foreign exchange or other transaction.

4Wells Fargo & Company offers swaps, foreign exchange hedging products and foreign currency risk management solutions through Wells Fargo Bank, N.A., which is a swap dealer registered with the Commodity Futures Trading Commission (“CFTC”) and a member of the National Futures Association (“NFA”). Balances held offshore, including multi-currency accounts and foreign deposits, are not FDIC-insured, may lose value, and are not guaranteed Foreign Exchange and Interest Rate Risk Management products and services are subject to customer qualification.

Real Estate Asset Management

As a financial advisor, we can refer you to Real Estate Asset Management Specialists within Wells Fargo Private Bank. These Wells Fargo Bank specialists can provide experienced real estate asset management and strategic advisory services for clients who own or want to acquire U.S. real estate across a broad spectrum of assets, including commercial, residential, agricultural and other property types.

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management.

Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member SIPC, registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.