The Power of
Partnership

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. 

Investment Strategy

Sugg-gold-bar.png

Banking, Lending & Trust

• Steven Cooke, CIMA®, Lead Private Wealth Portfolio Manager*

• Morgan Stickler, Lead Private Wealth Portfolio Manager*

• Maxwell Tharp, Private Wealth Portfolio Specialist*

 

Fiduciary Advisors and Associates

Sugg-gold-bar.png

Banking, Lending & Trust

• Rick Britt, CFP®, Senior Trust Advisor*

• Landon Dascombe, CFP®, CTFA, Senior Trust Advisor*

• Larissa Bixler, Senior Trust Advisor*

• Jessica Joseph, Family Office Trust Advisor*

• Nikki Peebles-Cross, Senior Trust Associate*

 

Wealth Banking Team

Sugg-gold-bar.png

Banking, Lending & Trust

• Gary Boswick, CFP®, Senior Wealth Management Banker*

• Brian Singsank, Senior Custom Credit Banker*

• Jessica Alexander, Senior Wealth Management Banking Coordinator*

• Joanne Medford, Senior Wealth Management Banking Coordinator*

• Darlene Robinson, Senior Wealth Management Banking Coordinator*

 

Wealth Planning

Sugg-gold-bar.png

Banking, Lending & Trust

• Christina Williams, Lead Wealth Planning Strategist*

 

Philanthropy

Sugg-gold-bar.png

Banking, Lending & Trust

• Kristen Lehrer, Senior Philanthropic Trust Advisory Specialist*


                   

*Employed by Wells Fargo Bank, N.A. 

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. 

Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed. 

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. 
Sugg-Stadium.png
Sugg ● Owen Private Wealth Group of Wells Fargo Advisors

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 (CA, CT, DC, FL, MA, MD, MI, MO, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VI). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX