Wells Fargo Advisors

Vice President - Investments

Dear Valued Clients:

I  am pleased to announce that I have moved my  practice to Wells Fargo Advisors. There are several reasons I decided to make this important change, and I would like to share with you how Wells Fargo Advisors is different from other firms.

As you may know, Wells Fargo & Company and Wachovia Corporation announced the completion of the merger on January 1, 2009, creating the new Wells Fargo & Company – a premier coast-to-coast financial services franchise. Wells Fargo has been one of the nation’s strongest banks since 1852 and has a legendary reputation for strength and stability.

Wells Fargo Advisors is one of the industry’s largest retail brokerage businesses, providing financial advisory, brokerage, asset management and other financial services through approximately 15,600 Financial Advisors nationwide.* Headquartered in St. Louis, Missouri, Wells Fargo Advisors, LLC is a non bank affiliate of Wells Fargo & Company.  A key competitive distinction of Wells Fargo Advisors is its ability to combine the capabilities of a large national firm with a culture more akin to that of the regional firms from which it evolved. Central to that culture is a strong dedication to supporting the relationship of the firm’s Financial Advisors with their clients. The firm’s goal is to carry forward its founders’ legacy of integrity, commitment and trust in serving clients.

Wells Fargo Advisors enables me to offer you one of the broadest ranges of financial products and services available in the industry – including investment planning, asset management, equity research, portfolio strategy, wealth management, a varied assortment of mutual funds and annuities, and access to trust services, and investment banking expertise through Wells Fargo affiliates. Through an affiliation with Wachovia Bank, N.A., I am able to refer you to lending services professionals that can help you with mortgage and home-equity loans, lending strategies, and more. 

I will be following up with you personally over the next several weeks to discuss in detail the reasons that I feel Wells Fargo Advisors will help me to better service your investment needs. In addition you will be receiving a packet of information from me in the mail. In the meantime, please feel free to contact me at 512-473-8473.  I look forward to speaking with you soon.

*Based on number of Financial Advisors as of January 1, 2009.
 


 

Lending and other banking services available through the Banking Services Group of Wells Fargo Advisors are offered by banking and non-banking affiliates of Wells Fargo & Company, including, but not limited to Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A., Wells Fargo Home Equity Group, a division of Wells Fargo Bank, N.A.; Wachovia Bank, National Association; Wachovia Bank of Delaware, National Association; or Wachovia Financial Services, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Products are not available in all states. Certain restrictions apply. Contact one of our Financial Advisors for details.




 

CAR# 0209-0136A

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