At Wells Fargo Advisors, we are fortunate to be surrounded by exceptional talent and resources. We wanted to highlight a few resources that we use often to help our clients through some complex situations.  
Wells Fargo Bank, N.A.
Specialists
Sarah Munson, CFP®

Sarah Munson, CFP®

      Sarah Munson, CFP®, is a Wealth Strategist at Wells Fargo Bank, N.A.1,2 in the Wealth & Investment Management division. With more than 20 years of financial services experience, Sarah helps clients develop customized estate3, wealth, and legacy plans based on their personal values, asset growth, and wealth transfer goals.
      Tim Rahr, CEPA®

      Tim Rahr, CEPA®

          Tim Rahr is a Wealth Planning Strategist at Wells Fargo Bank, N.A.1,2 who helps business owners consider various business succession alternatives and strategies. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and panning guidance regarding business transition, succession, and governance.
          Janice Schoos, CTFA, CAP

          Janice Schoos, CTFA, CAP

              Janice Schoos, CTFA, CAP is a Senior Vice President and Senior Philanthropic Specialist at Wells Fargo Bank, N.A.1,2. Janice helps individuals, families and nonprofits enhance their social impact through philanthropic giving as part of their overall wealth plan. She provides guidance in areas including gift and tax planning3, multi-generational wealth transfer, estate planning, endowment management, board governance, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable strategies.
              William Donahue

              William Donahue

                  Bill Donahue is an Executive Director - Senior Trust Advisor at Wells Fargo Bank, N.A.1,2 in the Wealth & Investment Management division. Bill is a wealth management leader and trust specialist with over 20 years of experience in helping individuals, families and non-profit organizations define and achieve their financial and wealth planning goals.
                  Marcy Morgan

                  Marcy Morgan

                      Marcy Morgan is a Senior Custom Credit Banker with Wells Fargo Bank, N.A.1,2 within the Wealth & Investment Management division. As a custom credit banker with over 20 years of experience in the financial services industry, Marcy specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.
                      Wells Fargo Advisors4
                      Specialists
                      Meredith Fiocchi, CEPA®

                      Meredith Fiocchi, CEPA®

                          Meredith Fiocchi is an Associate Vice President – Investments at Fiocchi McCarthy ESOP Group of Wells Fargo Advisors. Meredith helps business succession clients understand the ESOP opportunity. As a Financial Advisor who holds the Certified Exit Planning Advisor (CEPA®) professional designation, Meredith provides support and guidance to business owners, ESOP trustees and employee owners. She serves on the National Advisory Committee for Ownership Culture and is a member of the National Center for Employee Ownership.
                          Wells Fargo Wealth and Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

                          1Bank products and services are offered through Wells Fargo Bank, N.A., Member FDIC.

                          2Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

                          3Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

                          4Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

                          Investment and Insurance Products are:

                          • Not Insured by the FDIC or Any Federal Government Agency
                          • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                          • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                          This information is intended for use only by residents of (AZ, CA, CT, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, RI, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

                          For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                          Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                          Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                          A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                          © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

                          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

                          FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX