Our team has over 50 years of combined experience in the financial services industry, and our unique mesh of backgrounds, certifications, and skills lend themselves to a holistic approach to managing your investment plans.
At least one member of our team is:
A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
A Master of Business Administration
A Senior Portfolio Manager*
A multi-year Premier Advisor*
A Branch Office Manager
A Premier Branch Office Manager
We provide over 40 services to our clients including:
Wealth preservation/transfer strategies
Family wealth management
Estate planning strategies2
Cash flow planning
Access to lending services through affiliates3
We don’t leave you out in the cold. Our team values:
You and your family
A team approach
Measurable investment returns
Open and honest communication
Preparing your for “black swan” events
Creating your plan
Flexibility to match your evolving life
Planning, planning, planning
*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
1 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
2 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.
3 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.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. 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 the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to Clients without a relationship with Wells Fargo Bank, N.A.
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