Wells Fargo Bank, N.A
Sarah Munson, CFP®
Sarah is a Senior Wealth Strategist with Wells Fargo Bank, N.A.1,2 supporting the Northeast Division. Sarah has more than 20 years of experience in financial services working with clients to help develop customized wealth plans and recommend solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics, and is a regular presenter on education calls to her colleagues.
Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER™ professional designation.
Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics, and is a regular presenter on education calls to her colleagues.
Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER™ professional designation.
Tim Rahr, CEPA®
Tim Rahr is a Lead Strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their transition options.
Janice Schoos, CTFA, CAP
Janice Schoos is a Senior Philanthropic Trust Advisory Specialist and Executive Director with Wells Fargo Bank, N.A. 1,2. She serves the following areas in the Northeast division: New York, Connecticut, and New England. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Janice works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include developing gift and tax strategies, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Janice collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Janice works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include developing gift and tax strategies, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Janice collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
William Donahue
William T Donahue is a Senior Fiduciary Strategist with Wells Fargo Bank, N.A.1,2 located in Greenwich, Connecticut with more than 25 years of experience in financial services. Collaborating with individuals and families, William helps his clients define and achieve their wealth and estate planning goals.
Marcy Morgan
Marcy Morgan is a Senior Custom Credit Banker with Wells Fargo Bank, N.A.1,2 located in Greenwich, CT with more than 20 years of experience in financial services. Marcy works as part of a team to help meet the comprehensive wealth management goals of high-net-worth individuals. As a custom credit banker, she specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.
Wells Fargo Advisors4
Specialists
Specialists
Meredith Fiocchi - Financial Consultant, CEPA®
Meredith is an educational resource for leveraged ESOP transactions, working with both internal and external partners to help clients, prospects and employee owners understand the ESOP opportunity. She remains supportive to the client and their representatives throughout an ESOP transaction and helps clients with structuring Section 1042 portfolios and securing qualified replacement properties (QRP). Her team also provides support and financial guidance to ESOP trustees and employee owners. Meredith is a Certified Exit Planning Advisor, (CEPA) and is very involved in the ESOP community. She is a member of the ESOP Association, Past President of the Illinois chapter, and is currently on the National Advisory Committee for Ownership Culture. She is also a member of the National Center for Employee Ownership, (NCEO), and was chosen to speak at the national conferences for both associations last year.
Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.
1Bank products and services are offered through Wells Fargo Bank, N.A.,
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.
Commercial Banking products and services are provided by Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. is not liable or responsible for obligations of its affiliates. Deposit and credit products and services are offered by Wells Fargo Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.
1Bank products and services are offered through Wells Fargo Bank, N.A.,
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.
Commercial Banking products and services are provided by Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. is not liable or responsible for obligations of its affiliates. Deposit and credit products and services are offered by Wells Fargo Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.