Areas of Focus: Retirement Planning Strategies, Investments, Wealth Preservation Strategies, Domestic Partner Planning, Sustainably Responsible Investing, Intergenerational Planning, Charitable Giving, Estate Planning Strategies, IRA, Insurance, Tax Planning Strategies, Retirement Income Strategies This information is intended for use only by residents of AZ, CA, CT, FL, IN, MA, ME, NC, NH, NJ, NY, OH, PA, VA, and VT only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on