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Wells Fargo Asset Management - Charlotte

Location
11625 N Community House Road
3rd Floor
Charlotte
NC
28277-1581
US

Abbot Downing, a Wells Fargo business provides a distinct client experience focusedexclusively on individuals and families with substantial wealth – typically defined asthose with complex estate structures, comprehensive planning requirements, andinvestable assets of $50 million or greater. Abbot Downing combines two wellestablished Wells Fargo businesses–Wells Fargo Family Wealth and Lowry Hill. Thecombined firm, led by James Steiner, has $27.5 billion in client assets and a staff ofapproximately 300. Abbot Downing serves clients nationwide through offices in SanFrancisco, Los Angeles, Scottsdale, Denver, Houston, Minneapolis, Chicago,Philadelphia, New York, Charlotte, Winston-Salem, Raleigh, Naples, Jacksonville,Washington, D.C., and Palm Beach and provides products and services through WellsFargo Bank, N.A. and its various affiliates and subsidiaries. Abbot Downing is part ofWells Fargo’s Wealth, Brokerage and Retirement group, one of the largest U.S. wealthmanagers, with $1.3 trillion in client assets as of March, 2012.Title:

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