“As a Private Wealth Financial Advisor with Wells Fargo Advisors, I am committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. I provide my clients with guidance across many aspects of wealth planning, wealth transfer, investments, philanthropy, wealth and retirement planning, family dynamics, and fiduciary services. In addition I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.”
~ Susan O. Brown, CRPC, Managing Director – Investments