Wells Fargo Private Bank
J. Peter Barbara, Senior Vice President, Wealth Advisor
Kevin M. Donnelley, Vice President, Senior Private Banker
Jane Warner, Senior Vice President, Senior Wealth Planning Strategist
2141 Rosecrans Avenue, Suite 4100 in Manhattan Beach, 310-426-3982, wellsfargoprivatebank.com
For more than 150 years, Wells Fargo has helped clients build, manage, preserve and transition their wealth. Wells Fargo Private Bank in Manhattan Beach focuses on bringing together the people, philosophy and process to serve clients’ unique financial needs and aspirations. Peter Barbara advises clients on all aspects of their finances by coordinating a team of highly skilled professionals who specialize in many wealth management issues. He has worked in banking for more than 20 years. Kevin Donnelley provides clients with a personalized approach to wealth management, delivering comprehensive solutions tailored to their unique financial needs and long-term goals. He has worked in the financial field for 17 years. Jane Warner provides a high-level, holistic planning experience for the high net worth client by identifying wealth planning goals and issues and working with other advisors and specialists to solve planning problems. She has worked in estate, business and charitable wealth planning for 14 years.
What would you like potential clients to know about you?
Peter: “My primary responsibility is to understand the client—their values, current situation, feelings about their wealth, family dynamics and goals.”
What is the biggest benefit your clients gain from working with you?
Jane: “Clients find that taking a holistic approach with their planning allows them to have peace of mind that their personal and business planning is well-coordinated and that they are less likely to have unintended tax or litigation issues when their wealth is being transferred after their death.”
Kevin: “Utilizing credit as a strategic resource. A well-designed credit approach can significantly enhance wealth management activities like estate planning, wealth transfer, tax planning and financing of specialty assets like real estate or closely-held businesses.”
What is the biggest challenge facing your clients today?
Peter: “With all the uncertainty in the markets and the economy, many clients feel helpless and paralyzed to make any decisions with regard to their wealth. I help guide clients through these turbulent times by talking through their needs, objectives and goals to assist in positioning them to weather the storm.”
Jane: “People don’t take the time they should for in-depth planning. They tend to `hurry up and wait,’ and often great wealth is left exposed to taxes and other planning issues that could have been avoided.”