Wells Fargo Private Bank continues plans to expand its Boston office in the first half of 2015, beginning with the addition of Kevin Driscoll as financial advisor and Tom Eberhardt as senior fiduciary officer.
Driscoll will specialize in working with high-net-worth individuals and families to assess their holistic wealth management needs and to identify and coordinate the right specialists and solutions to address each client’s complex and unique needs.
Eberhardt will serve as the primary contact for coordination of The Private Bank’s Investment & Fiduciary Services business in the Boston office and will be responsible for delivering advisory-based services to clients with highly complex wealth management planning needs.
“As our Boston office grows, it is important to bring in local and seasoned professionals like Kevin and Tom, who know the Boston area well, and the clients we serve,” said Marty Courage, senior vice president and regional director for the Boston region. “Our goal is to build a well-rounded team of industry veterans who can deliver top-notch service to a unique set of clients.”
Courage says he plans to add three additional positions by Q2.
Prior to joining Wells Fargo Private Bank, Driscoll worked as a financial adviser for Barclays Wealth & Investment Management’s Boston office. He received a bachelor’s degree from Fairfield University and a juris doctorate from Suffolk University.
Eberhardt spent nearly 15 years at Beacon Trust Company, where he most recently worked as vice president and trust officer. He received a bachelor’s degree in accounting from State University of New York at Binghamton.
About Wells Fargo Private Bank
Wells Fargo Private Bank, the fourth largest wealth management provider in the United States (Barron’s 2014), offers a full range of financial services and products to help individuals and families build, manage, preserve, and transfer their wealth. The Private Bank services clients across North America and internationally with more than $190 billion in assets under management (12/31/14).
About Wells Fargo & Company (Twitter @WellsFargo)
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.7 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, 12,500 ATMs, and the internet (wellsfargo.com), and has offices in 36 countries to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2014 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Investment Products: | • NOT FDIC Insured | • NO Bank Guarantee | • MAY Lose Value |
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. its various affiliates and subsidiaries.
Wells Fargo Bank, N.A.
Member FDIC
NMLSR ID 399801
Contacts:
Allie Libby Featherston, 212-214-6673
