Naomi Marty , AAMS

Senior Vice President - Investments

Mission

My mission is to empower humans to make financial decisions, big or small, simple or complex, that make a real and lasting impact on their lives and for future generations. I support your goals towards financial success, or help you achieve your definition of wealth. I also aim to help strengthen families by guiding them through life’s transitions – whether expected or unexpected.


I believe in empowering clients with:

Greater financial
knowledge
A written plan with
outlined goals
Strategies to wisely
pursue ambitions







Major life events often come with profound financial implications. A trusted financial professional should walk with you through these shifts.

• Retirement

• Career change

• Selling a business
• Education planning

• Major illness

• Divorce
• Inheritance

• Large purchase

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, IL, KS, KY, MD, MI, MN, MO, NM, OK, OR, PA, SC, TN, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. 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.

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

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