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.

1.png
CalloutBox2NEW.png

3.png
4.png
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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