We wanted to send a brief update on some adjustments in our operations. 

From Brian Doyle & Stephen Loughman

We are considered an essential infrastructure sector at the federal level. Therefore our team will be here to answer any questions or concerns, and to help with specific needs you may have. 

Our team is alternating between working remotely and working in our office. 

We are practicing safe social distancing and, although you are welcome to stop by the office, we are trying to schedule all communication via phone, mail and email.  Technology has allowed us to create a seamless set up for us to continue working at full capacity for you.

Office Visit protocol

Join us in fighting the spread of COVID-19

With the evolving situation, our first thought is for the safety of our clients and team members.

Many of us are working remotely, utilizing smart technology to continue.  Those who remain in the office are observing social distancing guidelines,

We ask for your patience and understanding.

If you have tested positive for COVID-19, have been in direct contact with someone with COVID-19, or are showing any symptoms of COVID-19, we ask that you contact your financial advisor directly to meet your needs, and please do not enter this location. We are adhering to the self-quaran­tine directives from the CDC and any state or local directives.

Wells Fargo Advisors - A message during these uncertain times

As a member of the financial services community, we want to share some of the ways Wells Fargo Advisors is supporting team members and communities in the midst of the COVID-19 situation:

  • Acceleration of national and local giving, including $175 million in support of the domestic and global public health response

  • Supporting the creation of the Coronavirus Pandemic Financial Resilience Resource Center to help the 100 million people with disabilities and chronic health conditions

  • Helping to meet the urgent needs of small businesses, including collaboration with the Opportunity FundSupporting Financial Advisors and team members to work from home while retaining seamless service to clients

  • Helping team members meet their childcare needs through a designated childcare network or with financial reimbursements

  • Offering Advisors and clients timely information through the Wells Fargo Investment Institute

We’ve never been more confident that Wells Fargo Advisors is the right place for Advisors and their clients. As we all do our part, we look to emerge stronger, together.

May you and your family stay well.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

© 2013, 2016 – 2020 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0121-02367