Client Stories

See how personal passion and planning come together in the lives and organizations of profiled clients of The Private Bank.

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Carol Cooper got her instinct to give from her father and now is mentoring the next generation.

Carol Cooper, Founding Trustee of the Jewish Women's Fund of Atlanta, talks about her desire to encourage other women to become involved in philanthropy.

The Walsh family found the support they needed to move forward with help from the Life Management Services team within Wells Fargo Private Bank.

When life took an unexpected turn, Bob and Marion Walsh got the help and resources they needed.

Kate B. Reynolds longed to help people in her community overcome poverty. Today, the trust she founded helps to make that happen.

Among the legacies that Dr. Paul Iverson left to his wife Jean was a financial plan built upon personal goals.

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