Executives


Our team provides a comprehensive analysis of your overall financial picture - including optimizing the value of your compensation package and executive benefits - and can help identify and implement the appropriate solutions, services and strategies for your situation.

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  • How do I evaluate my professional risk?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my concentrated, restricted or controlled stock positions?

  • I need a professional experienced in liability and liquidity management.

  • How do I best plan for my child's educational expenses?

  • Is my insurance and risk management plan appropriate?

  • I need assistance with planning for a future liquidity event.

  • How do I ensure my trust and estate is properly set up to pass on my assets to my children or grandchildren?


Our team understands the challenges faced by corporate executives and strive to meet your unique needs and goals.

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The Kelleher 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 (AZ, CA, CO, CT, DE, FL, ID, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI). 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.

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

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