Our Comprehensive Suite of Services

Wells Fargo Advisors Solutions

Stocks and bonds Fixed income Mutual funds ETFs Certificates of deposit Annuities Options

Private capital Hedge funds Separately managed accounts ESG (environmental, social, and corporate governance) solutions Portfolio management

Wells Fargo Advisors Solutions

• Charitable giving strategies
• Financial literacy for families
• Wealth transfer strategies

Trust Services⁶

• Trust and fiduciary services
• Special needs trust services
• Legacy trust

_{Trust services available through banking and trust affiliates in addition to non- affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and it ’s affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.}

Wells Fargo Advisors Solutions

• Concentrated stock monetization and hedging strategies
• SEC Rule 10b5-1 plans

Wells Fargo Private Bank Solutions

• Business transition planning
• Employee benefits
• Business advisory services

Wells Fargo Advisors Solutions

• IRAs and distribution options
• Roth IRAs and conversions
• Business retirement plans

Wells Fargo Advisors Solutions

• 529 plans
• Education savings plans

Wells Fargo Advisors Solutions

• Life insurance
• Long-term care insurance
• Disability insurance

_{*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}

Access to lending services through referrals to Wells Fargo affiliates

• Securities-based financing
• Commercial lending
• Residential mortgages
• Home Equity financing
• Business Financing credit card