I am a senior wealth management banker located in the Houston Wells Fargo Private Bank office. In my role with the Legal Specialty Group, I address the financial needs of both law firms and attorneys. The Legal Specialty Group is a division of The Private Bank that focuses solely on the legal industry. The group provides tailored solutions to the unique needs of law firms that have been developed in collaboration with legal industry professionals./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Private Banking, Personal Financial Planning, Retirement Planning, Wealth Management, and 9 others.
