New Member Spotlight: Wells Fargo Private Bank

Wells Fargo Private Bank is a leading provider of wealth management services in the United States and manages more than $179 billion in assets both domestically and abroad. The Private Bank offers a range of financial services products that help individuals and families, build, manage, and grow their wealth.

Wells Fargo Private Bank believes that three factors contribute to their clients’ success: their people, process, and philosophy. The Private Bank provides its clients with tailored wealth planning and solutions, based on decades of experience, and a team of professionals across multiple disciplines in order to help them meet their financial goals—they strive to be another trusted partner in their clients’ lives.

Each client is assigned a relationship manager that serves as their primary point of contact at the Private Bank. This is done to ensure the client regularly interacts with an advisor that understands his or her life and can help him or meet both current and future financial needs. Relationship managers also regularly review the products and services within the agreed to wealth management strategy and discusses any changes that should be made with the client.

The New England Council welcomes Wells Fargo to the Council and looks forward to their participation in our Financial Services Committee.

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