About Us

Barbara Pollina
Senior Registered Client Associate
Assistant Vice President

Additional Resources
To support your financial needs we can assemble a team of specialists that will work with you and your attorney, accountant, and other outside advisors. We have listed some Specialists from non-brokerage affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us. All these resources are employed by Wells Fargo Bank, N.A.



Mahesh S Rao, CEPA, CFA
Senior Vice President
Business Owner Advisory Strategist


Nikki Packer, CAP
Executive Director
Senior Lead Fiduciary Advisory Specialist
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