Wealth management toolbox

Through Wells Fargo Advisors, I proudly offer my clients access to the following products and services:

Advisory • Advisory programs • Separately Managed Accounts Alternative investments • Charitable gift funds • Exchange funds • Managed futures • Offshore investments • Private equity • REITs Banking/Lending* • Certificate of deposit • Credit cards • Home equity • Mortgage • Securities-backed lending Business services

Capital market services Education planning • 529 plans • Education savings plans   Estate planning strategies • Charitable giving • Insurance • Trust services Executive services Investment planning Institutional consulting • Endowments • Foundations

Investment products • Annuities • Commodities • Equities/stocks • Exchange-Traded Funds (ETFs) • Exchange-Traded Products (ETPs) • Fixed-Income/bonds • Futures • Mutual funds • Options • Unit investment trusts Retirement planning • Business retirement plans • Individual Retirement Accounts (IRAs) Syndicate Tax-sensitive investing Wealth management

Certain products and services listed are offered through non-bank affiliates of Wells Fargo & Company.

Advisory services are not designed for excessively traded or inactive accounts and may not be appropriate 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 these programs is $10,000 to $250,000.

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.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

*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.