Diablo Magazine May 2017 : Page 6

Make sure your values are catching on. WELL S F ARGO PRIV A TE B ANK Wealth Planning Investments Private Banking Trust Services Insurance You want to know that your family feels secure, no matter what the state of the economy is. You want the depth of your experience to catch on with your children—and theirs. The Private Bank takes a personal interest in helping you make sure there’s continuity to the goals and values that got you to where you are today. Our experienced professionals are committed to building a custom wealth management plan that reflects your needs, so that you can focus on shaping your legacy for generations to come. To start a new kind of conversation, contact your local Wells Fargo Private Bank office: Nancy Aldritt Senior Fiduciary Advisory Specialist 925-296-3629 nancy.aldritt@wellsfargo.com Eugenia Amador Senior Fiduciary Advisory Specialist 925-296-3269 eugenia.amador@wellsfargo.com wellsfargoprivatebank.com Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A., the banking affiliate of Wells Fargo & Company, and its various affiliates and subsidiaries. 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 separate non-bank affiliate of Wells Fargo & Company. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company. Insurance products are available through insurance subsidiaries of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states. © 2016 Wells Fargo Bank N.A. Member FDIC. NMLSR ID 399801 ECG-3539608

Previous Page  Next Page

Publication List