Wells Fargo’s The Private Bank in Rancho Santa Fe offers a wide range of wealth management expertise
By Kristina Houck
Backed by Wells Fargo, The Private Bank in Rancho Santa Fe offers vast, yet personalized services for its North County clients.
“We have local people with local expertise in all areas of wealth management,” said Laura Stansberry, senior vice president and regional managing director for Wells Fargo Private Bank in San Diego and the Inland Empire. “I really believe that one of the things that differentiates us is that we’re able to help our clients efficiently leverage the resources of a large organization yet still have the client experience of a small boutique financial services firm.”
The Private Bank on Paseo Delicias offers private banking, wealth planning, investment management, and trust and estate services. The 12-member team also provides access to brokerage services through Wells Fargo Investments. Although the local office manages more than $1 billion in assets, it is known for its personalized approach to develop and implement comprehensive wealth management plans.
“I feel I’ve been very fortunate,” said Mary Murray, who has worked in the financial industry for roughly 30 years. “I have enjoyed the opportunity to be a trusted advisor to my clients during all stages in building, managing, preserving and transitioning their wealth.”
Having worked in the Rancho Santa Fe office for 18 years, Murray said she enjoys getting to know her clients, their work and their interests. In fact, Murray received Wells Fargo’s Volunteer Service Award in 2012 for her work in the community, with much of her work supporting her clients’ nonprofits.
“I really feel that it’s been a benefit for me to get to know my clients, what their passions are,” said Murray, who is active in the Rancho Santa Fe Rotary Club and Angel Faces, a nonprofit that serves adolescent girls who have been burned and helps them overcome their scars. “I really get involved with many generations of families, from grandparents to their children and to their children. It’s a great experience.”
In addition to building enduring relationships with clients, The Private Bank is committed to exceptional service, Murray said. The bank’s financial planners and investment managers are certified, and all of the senior private bankers have worked in the financial industry for more than 20 years, she said.
“In The Private Bank, we offer a full range of banking and lending solutions,” Murray said. “We locally offer our clients a team of professionals that have been in this business for well over 20 years.”
Wells Fargo has 27 Private Banking offices in California and more than 130 Private Banking offices nationwide. Wells Fargo Private Bank in Rancho Santa Fe is located at 6008 Paseo Delicias; 858-756-4480.
For more information about The Private Bank, visit www.wellsfargo.com/theprivatebank or call Murray at 858-756-3014.