Who To Call For What

Joshua B Wright, Senior Vice President – Investments, Branch Manager



Phone: 603-644-0641

            Toll Free: 800-221-2655 ext. 641

            Fax: 603-624-8719

            E-mail: joshua.b.wright@wfadvisors.com

            Website: www.fa.wellsfargoadvisors.com/joshua-wright/

                                        Call Josh for the Following:

-        Investment Advice                                -    Comprehensive Wealth Management

-        Market Analysis                                    -    Professional Advisor Coordination

-        Investment Plan Review                        -    Questions on Investment Plan

-        Changes in Personal Situation                -    Portfolio Reviews

-        Life Insurance / Annuities                      -   Intergenerational Wealth Transfer



Mary Cronin, Asst Vice President - Senior Registered Client Associate



Phone: 603-644-0625

            Toll Free: 800-221-2655 ext. 625

            Fax: 603-624-8719

            E-mail: mary.cronin@wellsfargoadvisors.com

                                        Call Mary for the Following:

-        Check Requests                        -    Asset Transfers

-        Account Opening & Updates                 -    Account Research

-        Balance Inquiries                                  -    Answer General Questions

       -     Appointment Scheduling                       -    Historical Inquiries

-     Access Online



Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency

• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested



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.

© 2025 Wells Fargo Clearing Services, LLC. PM-09042026-7702119.1.1

Investment and Insurance Products are:

Not Insured by FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested