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The Power of
Collaboration

To support your financial needs, we can assemble a team of specialists that will work with your attorney, accountant, and other outside advisors. We have listed some Specialists from non-brokerage affiliated business lines of Wells Fargo. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us. 

Partners

Investment Strategy

Banking, Lending & Trust

• Steven Cooke, CIMA®, Principal Private Wealth Portfolio Manager*
• Natalie Ferriell, WIM Program Analyst*
• Morgan Stickler, Senior Lead Private Wealth Portfolio Manager*
• Maxwell Tharp, Senior Private Wealth Portfolio Specialist*
• Derrick DeWalt, Private wealth Portfolio Specialist*

Fiduciary Advisors and Associates

Banking, Lending & Trust

• Landon Dascombe, CFP®, CTFA, Fiduciary Strategist*
• Emily Sides, Fiduciary Strategist*
• Dwane Pack, Trust advisor*
• Jessica Joseph, Fiduciary Strategy Specialist*
• Betsy Hundley, CTFA,Trust Advisor*
• Angela Rogers, CTFA, Trust Advisor*

 

Wealth Banking Team

Banking, Lending & Trust

• Gary Boswick, CFP®, Wealth Management Banker*
• Brian Singsank, Custom Credit Banker*
• Jessica Alexander, Wealth Banking Specialist*
• Joanne Medford, Wealth Banking Specialist*
• Chelsea Gillespie, Wealth Banking Specialist*

 

Wealth Planning

Banking, Lending & Trust

• Christina Williams, CFP®, Lead Wealth Planning Strategist*

Philanthropy

Banking, Lending & Trust

• Debbie Romano, Philanthropic Advisor*
• Paul Zucchino, Philanthropic Advisor*


*Employed by Wells Fargo Bank, N.A. 

Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Wells Fargo Advisors does not provide legal or tax advice.  Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company. 
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