Scott Poland, CFP

Senior Vice President - Investments, Senior Financial Advisor

Adding Value For You

We are committed to providing you with informed perspectives and tailored approaches to your needs and challenges. As your trusted advisor, we can explore your needs regarding wealth planning as we work to help build, manage, preserve and transfer your wealth.
 
Your Investment Plan

  • Assess your risk tolerance, set asset allocation
  • Investment management to help achieve your goals

Retirement Assets And Company Benefits
  • Retirement plan investments
  • Stock option grants or restricted stock

Personal Risk
  • Adequate insurance protection
  • Management plan for incapacity/disability

Cash Flow/Cash Reserve
  • Emergency funds
  • Cash alternatives

Additional Services  
We can provide access to Wells Fargo affiliate products and services such as:
  • Wealth Planning
  • Lending and banking service
  • Trust and Fiduciary Services
  • Insurance as well as various customized and more traditional lending products

Wealth Preservation Strategies
  • Types of ownership; beneficiary designations
  • Wealth preservation strategies

Charitable And Community Giving
  • Select appropriate charitable techniques
  • Instill philanthropic values in the next generation


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

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, NV, SD, TX). 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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