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Professional Advisor

For more than 160 years, we have collaborated with professional advisors like you to deliver personal service and premier wealth management solutions.

We work closely with professional advisors like you

You have built a successful practice and reputation, and now you have a client who needs wealth management services. You would like to make a recommendation, and you know how important it is to recommend a private bank that will serve your client well.

At Wells Fargo Private Bank we usually work in a tight collaborative relationship with professional advisors like you. We recognize the risk you take in recommending a private bank. Throughout a client relationship, we strive to deliver service that you would be proud of, and that reflects well on you.

Providing a full range of specialists and wealth management solutions

Whether your client is a business owner or corporate executive, dealing with new wealth or generational wealth, we have a team of specialists available to assist with solving even the most difficult wealth management problems.

At The Private Bank, each client works closely with a relationship manager, who serves as the primary point of contact. The relationship manager is supported by a solutions team comprised of specialists with various areas of experience, such as wealth planning, private banking, investments and trust solutions.

The specialists on our solutions team are in turn backed up by the full resources of Wells Fargo Bank. It is rare for us to encounter a wealth management issue that we have not dealt with before.

Solutions are developed in consultation with you

As we develop solutions, we are always careful to consult with the client’s professional advisors. When you refer a client to Wells Fargo, it’s a good move for you and the client.

Please contact The Private Bank so that we can learn about your practice, and discuss how our people, philosophy and process can help meet your client’s needs.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Brokerage products and services including WellsTrade are offered through Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, (Members SIPC), non-bank affiliates of Wells Fargo & Company.
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