As a Financial Advisor I have the great privilege of working with an amazing array of creative, talented and interesting people. * First and foremost my team practices the golden rule of good investment planning: listen carefully and know your client * My core business is with high net worth individuals and families *I build and lead teams at Wells Fargo Advisors focusing on wealth management and legacy goals * Our deep team provides customized, comprehensive sophisticated investment planning. *Specialty services include: 10b-51plans for executives Complex tax sensitive investment strategies Family Dynamics Consulting to help prepare families for wealth * The open architecture of Wells Fargo Advisors (non-proprietary focus) is a strong advantage Clients Include: Executives, Entrepreneurs, Academics, Artists and Business Owners This information is intended for use only by residents of CA, CO, CT, FL, GA, IL, IN, LA, MD, MO, NC, NY, PA, VA, VT Opinions and comments expressed by Linked In members are those of the persons submitting them and do not necessarily represent the view of the creator of this profile or their firm.