Ted is a senior wealth strategist with Wells Fargo Bank within Wealth & Investment Management division located in the Washington DC office covering the Washington DC market with more than 25 years of experience in financial services. Ted is part of a national team that works locally with high and ultra-high net worth clients collaborating with their advisors to review, develop, and consult on wealth transfer plans including legacy, philanthropic, business succession, and estates. Specifically, he works with advisors and their clients to understand each client’s goals and objectives, review and discuss their current plan and identify additional strategies or modifications that could enhance the likelihood of meeting the client’s goals.

Ted previously served in similar roles with other financial services providers, where he developed, delivered, and implemented tax, estate, financial, and business succession plans for high net worth families.

Ted earned a Master of Laws degree in Taxation from Loyola Law School, a Juris Doctorate from Ohio Northern University College of Law (not currently practicing), and a Bachelor of Science degree in Accounting and Finance from Ohio Northern University. He is a member of the North Carolina and Ohio (inactive) Bar Associations. Ted holds the CERTIFIED FINANCIAL PLANNER™ professional designation

Mariana Martinez is a Senior Family Dynamics Consultant for Family Wealth and Culture Services. As part of Advice and Planning, Family Wealth and Culture Services works with individuals, couples and families to provide wealth education to help clients with their goals around transitioning wealth across generations, providing specialized advisory services in Family Dynamics, Education and Governance, Family and Business History and Strategic Philanthropy.

With more than 25 years of experience in family enterprise consulting, Mariana advises clients on effective communication and decision-making strategies, educating and engaging the rising generation for wealth stewardship, preparing for family business transitions, and supporting the evolution of the family business.

Mariana earned her doctoral degree in Clinical Psychology from the California School of Professional Psychology in San Diego, CA. She specialized in family systems at The Bowen Center for the Study of the Family in Washington DC, where she is faculty member.

She is author of the book The Blind Spot, A Guide for Advisors Working with the Family Enterprise. She has published in Family Business Magazine, Family Systems Journal, and FFI’s Practitioner. She is an accomplished international speaker and has also been featured in publications such as the New York Times, Market Watch, Business Insider, and for seven years she hosted the TV show Family Matters.

Mariana lives in Potomac, Maryland. Family being most important for her, she loves spending time with her husband, three adult children, and extended family.