Working With a Private Wealth Financial Advisor

As a Private Wealth Financial Advisor, Sean McGowan works with clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, Sean coordinates with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

Lola: Our Chief Morale Officer

Lola brings energy and warmth to the office and occasionally makes an appearance in client communications. Her presence reflects the personal, relationship-driven culture that defines our team.

Additional Resources

To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with you and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. These resources are employed by Wells Fargo Wealth and Investment Management (WIM) and Wells Fargo Bank*. 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. Note that all of these resources are employed by Wells Fargo Bank, N.A.