Diversified Financial Services
Company Overview of Wells Fargo Private Bank
Company Overview
420 Montgomery Street
San Francisco, CA 94104
United States
Key Executives for Wells Fargo Private Bank
Wells Fargo Private Bank Key Developments
Wells Fargo Private Bank named Anne Surrett as regional director for South Carolina. Based out of Charleston, S.C., Surrett will oversee all wealth management services the bank provides in the region. These include private banking, credit, investment management, insurance, trust and estate services and brokerage services, which it provides through Wells Fargo & Co. units Wells Fargo Bank NA and Wells Fargo Advisors LLC. Prior to her appointment, Surrett served as a wealth adviser for the Charleston market. She succeeds Tom Clymer, who retired from the company in January.
Wells Fargo & Company announced that Dean Junkans has been named Chief Investment Officer of Wells Fargo Advisors, LLC and Wells Fargo Private Bank. In this role he will lead and coordinate key elements of the groups' collective investment strategy and advice across the full wealth management, brokerage, retirement and ultra-high-net-worth business at Wells Fargo, representing $1.3 trillion in client assets under management. Prior to the promotion Junkans served as Chief Investment Officer of The Private Bank.
John Weitzer has been promoted to wealth adviser at Wells Fargo Private Bank.
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