Timothy Garrity - Investment Mgmt - Wealth & Investment Advisor/Private Banker

Profession	Investment Mgmt

Specialty	Wealth & Investment Advisor/Private Banker

Group	PAS4

Business Name	Wells Fargo Private Bank

Title	Vice President

Address	350 W Colorado Blvd Suite 390 Pasadena, CA 91105-1855

Work Phone	(626)585-4362

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Member Since	5/2011

For more than 150 years, Wells Fargo has helped generations of families build, manage, preserve and transition their wealth.

Our approach to private wealth management focuses on bringing together the people, philosophy and process to serve your unique financial needs and aspirations.

At Wells Fargo, we are focused on helping our clients succeed, and work continuously to improve our approach. Our long tradition of service suggests to us that there are three keys to providing successful wealth management: people, philosophy and process.

We see that the service that we offer can be no better than the quality of the people serving our clients, and that is why we place a great deal of emphasis on hiring the right people, training them appropriately, and encouraging them to grow professionally.

We have found that for us the right philosophy is centered on client focus, an extensive investment platform and continued innovation.

And finally, we have found that effective wealth management requires diligent execution of a disciplined process focused on helping each client succeed, and evolving that plan to meet changing life circumstances.

Wells Fargo is proud of our tradition of private wealth management. At The Private Bank, we are focused on helping you succeed, and commit that we will:

Develop and implement a comprehensive wealth plan tailored to your needs.

Leverage our disciplined, consultative goals-based wealth planning process to address the wealth management issues that you are likely to face in your financial life.

Utilize the vast resources of Wells Fargo to develop integrated wealth management solutions tailored to meet your particular needs.

Deliver exceptional, personalized service through your dedicated relationship manager, and The Private Bank service team available 24/7.

Investment Management, Brokerage, Trust, Private banking, Financial Planning, Insurance

Wealthy individuals, families and non-profits. In a nutshell, I help the these clients deal with the "impact" of their wealth.

Many of my clients own or have sold businesses and/or have significant real estate holdings. As the relationship progresses, I build a team of specialists around them to serve their needs in banking, investments, trust, planning and insurance. Additionally, through me they have access to over 80 other business lines at Wells Fargo.

Frequently my client relationships have multiple generations and I help navigate the many challenges this presents. Multi-generational families of wealth have unique issues to deal with and we have vast experience in guiding our clients in these areas.

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Wells Fargo Private Bank has offices throughout Southern Calfornia, the United States and globally.

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Graduate Degrees	M.B.A., University of Cincinnati


College Degrees	B.A Economics & B.A. History, University of Notre Dame


Organizations	CFA Institute CFA Society of Los Angeles

Pasadena - Investment Mgmt

Specialties: Wealth & Investment Advisor/Private Banker