Christopher Delaney

With more than 14 years of experience in wealth management, Nate Werner, Vice President-Financial Consultant, has built a diverse background spanning operations, client service, and financial advisor consulting. That experience provides him with a well-rounded perspective on helping clients navigate important financial decisions while delivering a thoughtful and personalized experience.

As a Financial Consultant with Wells Fargo Advisors, Nate works with high-earning individuals and families, business owners, and corporate executives to help simplify complex financial lives. He takes a relationship-first approach, integrating comprehensive wealth planning, investment management, and access to lending and banking solutions to create coordinated strategies tailored to each client’s goals and evolving needs.

Nate earned his bachelor’s degree in Business Administration from the University of Missouri. He lives on Manhattan’s Upper East Side with his fiancée, Dana, and enjoys playing golf, attending live events, and spending time with friends and family.

Annette, Registered Client Associate, manages all aspects of our client relationships; onboarding, timely reporting, portfolio and account maintenance, as well as providing support for online and mobile access. She brings over 20 years of experience in the financial services industry, having previously worked with Morgan Stanley in Boston, MA before joining Wells Fargo in 2019. Annette has earned the trust and loyalty of her clients and truly enjoys collaborating with her team.

Born, raised, and educated in New York, Annette is a competitive rower and former yoga instructor. She resides in Westchester County with her husband, James, their two daughters, Victoria and Diana, and their Labrador, Luna. Annette holds Series 7 and 63.