Lending Services

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Based on your specific financial goals - from managing liquidity to leveraging your existing assets - we can develop customized credit and cash management strategies offered through Wells Fargo Bank, N.A. that are designed to help meet your needs.

Your wealth management banker provides or works with a team of specialists to deliver custom lending solutions to meet your complex borrowing needs and help you:

  • Optimize cash flow to provide greater efficiency, flexibility, and convenience within your plan.
  • Increase tax efficiencies3 while preserving and growing your wealth.
  • Finance purchases while avoiding depleting your cash reserves.
  • Manage investment allocations to seek asset diversification and lower portfolio risk.
  • Realize estate planning goals, such as efficient asset transfer between generations, while preserving personal liquidity


When traditional lending products and services are not adaptable enough to address the complexity of your situation, your wealth management banker can provide access to custom lending specialists who can provide specialized financing, including:

  • Liquid Secured Financing 
  • Complex Investor Real Estate Term Loans and Lines
  • Alternative Assets Secured Credit
  • Fine Art Secured Lending
  • Semi-Liquid And Custom Illiquid Securities Financing
  • Life Insurance Premium Financing
  • Employee Stock Ownership Plan Monetization Loan
  • Aircraft Financing

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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.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Equal Housing Lender
The Canell 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 (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WI, WY). 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.

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