Our Core Values

Your passions are our passions
We actively engage with clients to ensure a complete understanding of their current situation, goals, and objectives. Then we get to work and create an Envision® plan.

Manage client strategy and relationships
We leverage the extensive investment management resources of Wells Fargo Advisors and Wells Fargo Private Bank. This gives us the space to maintain comprehensive wealth management relationships.

Value diversity of every kind
We believe there is strength in diversity and that our differences are to be embraced, respected and celebrated. Like our company, we view diversity as a competitive advantage, and we seek to serve the needs of clients from all communities.

Value professional development and balanced lives
We plan to be in this profession for a long time. By continually strengthening our skills and achieving balance
in our own lives, we can achieve the continuity of service valued by our clients.

Passionate about community
We invest in our client relationships, each other and the community we share. Our sponsorship of a wide variety of arts organizations and programs is just one of the ways we live this commitment.

The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.