Wells Fargo Private Bank has been part of the Columbia community for more than 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 Private Bank 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 their 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.
Individuals denoted by the asterisk (*) in the caption above are employed with Wells Fargo Advisors, are registered with Wells Fargo Clearing Services, LLC and work in conjunction with The Private Bank team but are not employed by Wells Fargo Bank, N.A.
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.
Brokerage 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.
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.
© Wells Fargo Bank, N.A. Member FDIC. NMSLR 399801. CAR 0718-04656
Investment and Insurance Products
NOT FDIC Insured NO Bank Guarantee MAY Lose Value