What is a Private Wealth Financial Advisor?

Two of our advisors, Will David Coleman and Justin Webb, hold the title of Private Wealth Financial Advisor. Financial Advisors at Wells Fargo Advisors who hold this title specifically 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, they coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

The Value of Working with a Private Wealth Financial Advisor

As a WFA client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Trust Services, and Insurance as well as various customized and more traditional lending products.

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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

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MN, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. 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.

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

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