Wells Fargo Private Bank

Jocelyn Diosomito, Regional Private Banker, Wells Fargo Bank, N.A., David A. Weitzel, VP/Private Banker, Wells Fargo Private Bank, J. Peter Barbara, Senior VP/Wealth Advisor, Wells Fargo Private Bank, John Arensdorf, Senior Financial Advisor, Wells Fargo

2141 Rosecrans Ave., Suite 4100 in El Segundo , 3110 N. Sepulveda Blvd. in Manhattan Beach | 310-545-3210 (JD), 310-546-5948 (JA), 310-426-3848 (DW), 310 426 3982 (PB) | wellsfargo.com/theprivatebank

Wells Fargo Wealth Management and Wells Fargo Private Bank provide products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Brokerage services are offered through Wells Fargo Advisors, LLC (member SIPC), a separate non-bank affiliate of Wells Fargo & Company.  Financial Advisors are registered representatives with Wells Fargo Advisors, LLC. Wells Fargo Bank, N.A.  |  Member FDIC  |  NMLSR ID 399801

Clients depend on Wells Fargo Private Bank for a team that truly understands them and offers tailored planning and solutions to meet their diverse financial needs. Wells Fargo Bank is not just a bank—it is a financial services company providing clients a one-stop shop and a single point of contact for all financial needs.

Jocelyn Diosomito is a relationship manager for high-net-worth individuals and business owners. She has been with Wells Fargo Bank for the past 20 years and part of the Wealth Management Team for the past four years.

David Weitzel provides clients access to wealth management services, including banking, credit, investment management, trust and fiduciary services through Wells Fargo Private Bank, as well as brokerage services through Wells Fargo Advisors, LLC. He has worked for Wells Fargo since 1989 in several different positions and offices throughout the South Bay.

Peter Barbara joined Wells Fargo in August 2009 and has worked in the wealth management field for more than 20 years—15 years specifically in private banking. He moved to Manhattan Beach in 2000 and serves on the board of the Manhattan Beach Education Foundation.

John Arensdorf works with high-net-worth individuals and families constructing and implementing investment strategies. A 25-year veteran of the finance industry, he joined Wells Fargo in 2007.

What is your best piece of wealth management advice?

Jocelyn: “Start as early as possible with mapping out your financial needs and goals.”
Peter: “When it comes to managing complex finances, no single solution works for everyone.”

What is the biggest benefit your clients gain from working with you? 

John: “Wells Fargo Advisors has many different investment strategies, and we address the potential risk as much as the return.”
David: “I’m very familiar with the bank operations and service expectations, as well as the myriad of bank products.”

“It’s more important than ever for clients to take a look at their financial goals and make adjustments where needed to ensure they meet their goals.”
More Stories

Bill Graw, Owner/Operator

El Gringo is a family-oriented Mexican restaurant, first opened in 1986 in Hermosa Beach. Owner/operator Bill Graw has since opened two additional locations and more recently launched a Taco Cart catering company called Gringo Urban Assault Catering (aka G.U.A.C. Taco).

FRESH START

Cheery hues and classic American style inspire a modern family in Manhattan Beach.

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
JOIN THE SOUTHBAY COMMUNITY
ErrorHere