Client Stories

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

Narrow By:

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.

Your Goals, Our Strategies

Your success is our priority, and we specialize in helping clients overcome complex wealth management challenges.

Explore Our Solutions

Newsletter

Sign up to receive monthly email updates of what's new at Wells Fargo Conversations. Your privacy is important. Read our privacy policy.

Please submit a valid email address.

Thank you for subscribing!

You should receive a confirmation email shortly.

See past newsletters

What can Wells Fargo do for you?

Have questions about topics and issues we cover in Wells Fargo Conversations? Your relationship manager is pleased to help.