Wells Fargo opens full-service Private Banking office in Boise
Boise — July 5, 2000
The Private Client Services division of Wells Fargo has opened a new full service office inside the Wells Fargo Center at 877 W. Main St. in downtown Boise.
The office provides a full line of comprehensive financial management services - including private banking, brokerage (through Wells Fargo Brokerage Services), investment management, and trust - under one roof to serve high net-worth clients in Boise, the Treasure Valley and Southern Idaho.
"We certainly realized the demand for these services in this area," said Lisa Derig of Boise, who is an Assistant Vice President and Private Banker. "We can coordinate our clients needs with other Wells Fargo specialists, enabling clients to consolidate their investments and banking all in one place."
"We provide our clients with a complete range of banking services, including sophisticated credit services and personalized mortgages," added Leslie Hobbs of Boise, also a Wells Fargo Private Banker and Assistant Vice President who manages the office with Derig. "Our comprehensive brokerage services, along with trust and estate planning meet our clients financial planning needs."
The office is open 8:30 a.m. to 5 p.m. Monday through Friday. More information can be obtained by calling (208) 389-4025.
Derig began her financial services career in 1987 as a vault teller in Boise for First Interstate Bank. She later transferred to Ontario where she worked as a Personal Banker. She also worked as a community reinvestment support specialist and a personal banking manager before becoming a private banker. She earned a Bachelor's degree in Education from Boise State University.
Hobbs has worked in the financial services industry in Idaho for almost 14 years. She started as a teller at First Interstate Bank, which subsequently merged with Wells Fargo. She later served as a customer service manager and then as a branch manager before becoming a private banker.
Jan Dulaney of Meridian serves as a Private Banker Associate and Financial Consultant Assistant. She joins Derig and Hobbs in the office. Dulaney has worked for the company since 1991 in the branches in Idaho. She started her career as a teller with First Interstate Bank and later worked as an assistant branch manager.
Wells Fargo Private Client Services builds on over a century of experience, integrating a full line of financial services - including brokerage (through Wells Fargo Securities and Wells Fargo Brokerage Services, LLC), investment management, trust and private banking.
Wells Fargo Private Client Services has more than 850 sales professionals in 22 states. Wells Fargo oversees more than $120 billion in assets, $55 billion of which is managed for high net worth investors, as of March 31, 2000.
Founded in 1852, Wells Fargo & Company is a $222 billion diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through almost 6,000 stores, the Internet (www.wellsfargo.com) and other distribution channels across North America, including all 50 states, and elsewhere internationally.