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Jeff Jones, CFP
Senior Wealth Advisor

Justin Leekley
Senior Financial Advisor

Ron Hunter
Senior Wealth Advisor

retiring

2024 Outlook: A pivotal year for the economy and markets

Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.

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News and Insights

Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

Keep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.

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Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

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Man and his son walking and holding hands

Need to Finance a New Home?

Your Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker

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Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

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Maximizing Your Insurance Benefits

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

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Wells Fargo Investment Institute’s Special Market Volatility Update

Special Market Volatility Investor Call

Attend Wells Fargo Investment Institute’s Special Market Volatility Update. Wells Fargo Investment Institute strategists will host a special conference call to provide an update on...

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Alternative Investment Strategies

Alternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.

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Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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