John Massaro Email & Phone Number

I am the lead advisor in working with families of multi-generational wealth. Through a process of discovery, I seek to understand my clients financial goals and objectives, then leverage a team of specialist who provide investment management, private banking, trust, estate settlement and administration*, credit, and integrated wealth management services through Wells Fargo Bank, N.A. Together, we develop and implement strategies to help clients achieve their goals.*Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

San Francisco, California, Us

Managed all aspects of Commercial Banking relationships, including evaluation and servicing of credit needs, deposit/treasury services, international trade services, etc. Worked in numerous areas, including Large Corporate Banking, Middle Market Lending and Credit Underwriting.Wachovia Bank is a predecessor firm of Wells Fargo Bank, N.A.

Mba, Management And Finance

Business Admin, Management, Finance; Psychology Minor