Page 11 - The Hunt - Summer 2020
P. 11
Great Retirements Don’t Happen By Accident
Left to right: Callie Lopez, Senior Client Associate; Stanley J. Wilcox, CFP, ChFC, MBA, Managing Director- Investments; Dean V. Camp, Managing Director - Investments; Daniel Gennusa, Financial Consultant, First Vice President – Investments. Front row: Merydth Lambert, Senior Client Associate – Officer; Deborah Shepheard, Senior Registered Client Associate - Officer
3801 Kennett Pike, Suite B 200 • Greenville, DE 19807 • P: 302.428.8400 or Toll Free: 866.708.4793 • F: 302.428.8627
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors is not a legal or tax advisor. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
Investment and Insurance Products: NOT FDIC Insured – NO Bank Guarantee – MAY Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company 12/17 CAR-0719-01583
Managing wealth for a select clientele, typically consisting of high-net-worth investors with substantial portfolios, and who require and deserve custom investment strategies.
CampWilcox.com
