The King Ravella Private Wealth Management Group of Wells Fargo Advisors is comprised of experienced advisors with unique skills sets, which when combined, empower our team to help ensure our clients achieve their goals. As a team, we offer the expertise and depth of experience of a Private Wealth Financial Advisor, who is supported by a Senior Institutional Consultant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Financial Consultant, and three Client Associates.
We plan for and address the complexities of wealth management by drawing from vast resources, both within Wells Fargo Advisors and through Wells Fargo affiliates. Additionally, our team collaborates with our clients’ other professionals to help guide the implementation of a fully integrated plan.
Investment Planning Process
The foundation for a long-term, trusted relationship between advisors and clients starts at the very beginning of the relationship. Led by a CERTIFIED FINANCIAL PLANNER™ professional, our team’s Envision® process is a good first step on your wealth management journey.
Wells Fargo Advisors’ Envision process is a tried-and-true method used to identify, define, and achieve your goals. Combining goals-based advice with sophisticated statistical modeling, this unique process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals.
* 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 Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. 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. 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. For Bank products and services, The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience.
** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.