350 W Colorado Blvd Suite 390 Pasadena, CA 91105-1855
Work Phone
(626)535-9010
Fax
(626)683-7024
Web Site
Member Since
8/2010
Wells Fargo Private Bank is one of the leading providers of financial services to high net worth and affluent customers.
Offerings include investment management, financial planning, private banking, credit, trust and estate services, elder services, charitable services, business succession planning and brokerage.
Our client base includes affluent households (net worth < $1mm), high net worth households (net worth $1 mm - $50 mm)and our Family Wealth Group services clients with net worth in excess of $50 million.
Wells Fargo is a diversified financial service provider with over 80 business lines, including community banking, home mortgage, specialized lending, consumer finance, wholesale banking, and investments and insurance. The Private Bank, a division of Wells Fargo's Wealth Management Group, services the high net worth community.
Wells Fargo has banking stores in 39 states and Washington D.C.
Social Clubs
Annandale Golf Club
Charities
Pasadena City College Foundation Juniors of Social Service
Graduate Degrees
MBA in Finance from University of Southern California
