Real People. Real Commitment. Real Service.
Clients value that we’re real people who are responsive, detail-oriented, and deeply committed to getting it right. From remembering the little details—like your dog’s name—to proactively checking in and keeping your financial data up to date, we provide hands-on assistance with no handoffs, helping to ensure every interaction is personal, thoughtful, and focused on your needs.
Diane Manterola
Private Wealth Senior Registered Client Associate
Working With a Private Wealth Financial Advisor
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.
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.
