Florida Banking June 2024

customized team addressing a wide variety of specialty areas, Wells Fargo also offers its qualifying clients of The Private Bank experience access to a service team available 24/7. Making An Impact In Florida In addition to helping fulfill the financial needs of clients’, supporting local communities across Florida continues to be a top priority for Wells Fargo. “As the ‘Bank of Doing’, we go far beyond making investments in the community,” said Senior Vice President of Florida Community Relations Kate Wilson. “‘Doing’ is the sum of the impact we have when we work together with community organizations to tackle societal challenges across four focus areas: housing affordability, small business growth, financial health and sustainability.” Wells Fargo also continues to work with organizations across the state to support programs that help reduce the impacts of climate change, like the Everglades Foundation’s “Power of Water” initiative, the Nature Conservancy’s first-of-its-kind “Economic Benefits of Decarbonization in Florida” report and Audubon Florida’s Florida Greenhouse Gas Cohort, which brings together students to create solutions that help build a more resilient and sustainable future. “To help address the many housing affordability challenges, we supported innovative efforts like the Space Coast Habitat for Humanity and Macedonia CDC’s construction of affordable housing with 3D printed innovations and technology. And to help low-income renters who are at risk of eviction and heirs’ property owners facing tangled titles and loss of generational land and property, we awarded $600,000 to several Florida nonprofits across several years,” said Wilson.

provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A. provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Wells Fargo Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Wells Fargo Private Bank experience. Wells Fargo Wealth and Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Trust Services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Investment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value © 2024 Wells Fargo & Co. Bank, N.A. Member FDIC. PM-10242025-6577662.1.1

The Wells Fargo Private Bank (The Private Bank) experience connects clients with products and services

Candace Marshall , senior trust advisor at Wells Fargo Bank’s Wealth & Investment Management division located in Orlando, Florida, works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help enhance and preserve assets, while working toward the client’s overall wealth management goals.

Nathaniel Jones , senior wealth strategist at Wells Fargo Bank’s Wealth & Investment Management division located in St. Petersburg, FL, works as part a team dedicated to advising and helping individuals and families accomplish their wealth planning goals and objectives.

WWW.FLORIDABANKERS.COM JUNE 2024 — 23