Naomi Marty , AAMS

Senior Vice President - Investments

Clients

My clients want to work with a human – someone who knows their name, their family, and details about their life. They want an experience that’s more personal than calling a 1-800 number.

I work privately with an exceptionally accomplished group of individuals, families, and businesses who value sound advice, impactful strategies, and simplifying complex financial concepts. They include:

• Business owners/entities

• Corporate executives
• Professionals

• Families
• Friends

• Women and Latinos





Our working relationship

What you can expect from me:

• Time spent getting to know you and your family

• Respect, honesty, dignity

• Putting your interests first

• A personalized investment plan rooted in your objectives

• Scheduled reviews to help ensure you’re on track to meet your goals

• Holistic, big-picture advice throughout your financial journey
What I ask of you:

• Trust, respect, sincerity, honesty, full disclosure

• Responsiveness to requests

• Commitment to my process

• Full engagement in the planning process

• Understanding that I base recommendations on the information you provide to me

• That I am your sole, primary Financial Advisor

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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