Wells Fargo Private Bank has been part of the Columbia community for 35 years. The Private Bank is one of the nation’s leading providers of financial services to high-net-worth clients. Their team of experienced professionals understands the unique challenges and opportunities in the area. This local understanding, along with the full depth and breadth of Wells Fargo services tailored to their clients’ specific needs, has helped generations of Columbia residents pursue their financial goals.
It Starts With Understanding
To help you move forward confidently, Wells Fargo Private Bank first works to understand where you are today. They’ll help you evaluate your financial picture, but also what can’t be quantified — your perspective, aspirations and unique situation. Based on your conversations, they’ll create a custom wealth management plan just for you.
What does The Private Bank mean to me?
As our client, you can expect a team you can rely on, a written plan that’s actively monitored and adjusted to make sure it continues to meet your objectives with a disciplined, goals-based approach; and access to a wealth of information and insight. After getting to know you, your relationship manager will coordinate your team of professionals that may include investment, trust, planning, banking and insurance specialists.
Call (803) 765-3034 to start a new kind of conversation, one focused on your financial future.
Individuals denoted by the asterisk (*) in the caption above are employed with Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company, and work in conjunction with The Private Bank team.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. Member FDIC. NMLSR ID 399801.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Not available in all states.
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value