As a Private Wealth Financial Advisor, I work with a select group of clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, I coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

Complex wealth management challenges require elevated services and capabilities

I am committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. I also work with affiliates to provide you with access to guidance across many aspects of wealth planning, such as:

•  Legacy planning

•  Liability Management

•  Investments

•  Philanthropic strategies

•  Wealth and retirement planning

•  Family dynamics

•  Fiduciary services

This elevated level of service is designed to help support your full financial picture to help you preserve and grow your wealth across generations.

An advisor with a depth of resources you can depend on

Along with specialists from Wells Fargo affiliates, I will happily engage in an ongoing dialogue with you and your other advisors to help make sure you remain on track for your goals.

Private Wealth is an exclusive and personalized service and product offering for qualifying clients of Wealth & Investment Management (WIM). WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Wells Fargo & Company and its affiliates do not provide tax or legal advice.  

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.