Wells fargo private bank Wells Fargo's private banking division, known as The Private Bank, serves high net worth individuals and families with at least $1 million in investable assets. This is in addition to Caperton’s current role as head of the Banking, Lending & Trust Center of Excellence for WIM. The Abbot Downing brand was introduced 10 years ago following the merging of two legacy Jun 17, 2021 · SAN FRANCISCO-- (BUSINESS WIRE)-- Wells Fargo & Company (NYSE: WFC) today announced Julie Caperton as head of Wells Fargo Private Bank, a division of Wealth & Investment Management (WIM). Get Mobile Banking, Bill Pay, and access to more than 11,000 ATMs. Wells Fargo Private Bank Through Wells Fargo Private Bank, WIM is a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth individuals and families. 6 days ago · Wells Fargo Advisors has expanded its presence on the West Coast with the addition of the Munster Freeman Group, a team of private wealth advisors previously with Merrill Lynch. Wells Fargo Private Bank is located at 5340 Kietzke Lane in Reno, Nevada 89511. Manage your bank accounts using mobile banking or online banking. View your relationship – checking, savings, trusts, and more – on one combined monthly statement. Explore bank accounts, loans, mortgages, investing, credit cards & banking services» Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services provided by Wells Fargo Bank, N. A Wells Fargo The Private Bank By Invitation Visa Signature Card® or a Wells Fargo Private Banking line of credit (PrimeLine®, Platinum EquityLine®) may be linked for Overdraft Protection. About Wells Fargo Private Bank Wells Fargo Private Bank is located at 420 Montgomery in San Francisco, California 94104. The Private Bank Interest Checking program makes it easy to see the big picture. The Private Bank experience provides access to wealth management solutions that can help you manage, transition, and make an impact with your wealth. and/or Wells Fargo Advisors. As part of The Private Bank experience, you have access to a range of offerings that provide access to features and relationship rates designed with your preferences in mind. , with $2. As part of the Wealth & Investment Management division, Trust Philanthropic Services provides a full array of products and services through Wells Fargo Bank, N. In these instances, the Bank is responsible for the day-to-day Open this interest bearing checking account online and get exclusive banking benefits, interest rate discounts & fee waivers. Open Card Website On the last business day of each fee period balances in eligible Wells Fargo accounts will be automatically totaled. 5 trillion in client assets. Wells Fargo emphasizes tailored support within its Private Bank framework, but the experience can vary depending on advisor workloads and internal structures. Acting as the executor or personal representative of your estate, trustee of your trust, or agent for your appointed fiduciary, we offer comprehensive services and strategies to support the unique settlement Jun 17, 2021 · SAN FRANCISCO-- (BUSINESS WIRE)-- Wells Fargo & Company (NYSE: WFC) today announced Julie Caperton as head of Wells Fargo Private Bank, a division of Wealth & Investment Management (WIM). Sep 15, 2025 · Wells Fargo offers several checking accounts with different features. Get hours, services and driving directions. Wells Fargo Private Bank can be contacted via phone at (617) 351-4018 for pricing, hours and directions. Wells Fargo Private Bank has served individuals, multigenerational families, family offices, and institutions for decades. Solutions include: Premium checking and savings, which include mobile and online banking to help you manage everyday cash flow and bill payments. Start earning interest. Wells Fargo Mobile allows you to access your investment and bank accounts. Jan 23, 2025 · Both Chase and Wells Fargo offer high-net-worth accounts, but the two differ in their services, such as concierge banking and rare credit cards. 5 days ago · About Wells Fargo Wealth & Investment Management Wells Fargo Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company and is one of the largest wealth managers in the U. You’ll need to meet specific asset requirements to qualify. It requires specialized experience, deep industry knowledge, and precisely crafted solutions. For these foundations, Wells Fargo Bank serves as sole trustee, co-trustee or agent. Investment products and services are offered through Wells Fargo Advisors. This business, which serves ultra-high-net-worth individuals, families, foundations, and endowments, continues to be part of the Wealth Investment Management (WIM) division. ATM/debit or credit card number or Wells Fargo account or loan number To learn how we help protect and use your information, read our privacy policies. bcugtml odaaj nmgkct xmte ccztx dlbqkw xzvt liuf bbfc xybsz cdl pkvh nsyxzl tbmek piw