Post Tagged with: "Wells Fargo"


Michelle Lee, Wells Fargo

Wells Fargo Names Michelle Lee Top East Coast Community Banking Exec

Michelle Lee, who had been the company’s Northeast community banking chief, is a prime example of successful talent development at Wells Fargo.

David Helverson, Wells Fargo

Wells Fargo Advisors LGBT Insight: Year-End Tax Tips and Considerations for Same-Gender Couples

Wells Fargo Advisors’ David Helverson takes a look at some of the ways that marital status can impact your taxes and investment plans.

Toni Taft, Wells Fargo

Wells Fargo Advisors LGBT Insight: State Boundaries and Immigration Issues

Wells Fargo Advisors’ Toni Taft offers guidance for same-gender couples who married in one state but live in another, or where one spouse is a U.S. citizen and the other is not.

Steve Gunn, Wells Fargo Advisors

Wells Fargo Advisors LGBT Insight: 6 Things Same-Gender Couples Should Do Before a Divorce

Wells Fargo Advisors’ Steve Gunn discusses preparations that same-gender couples should make in the event of an impending divorce.

Alicia Dare, Wells Fargo

Wells Fargo Advisors LGBT Insights: Estate Planning 101

Wells Fargo Advisors‘ Alicia Dare offers a checklist for same-gender couples to use to start the estate-planning process.

Kyle Young, Wells Fargo

Wells Fargo Advisors LGBT Insight: Social Security Spousal Benefits and Same-Gender Married Couples

Wells Fargo Advisors‘ Kyle Young explains why some same-gender couples may now be eligible for spousal Social Security benefits, with wider eligibility on the horizon.

Wells Fargo LGBT Investor Study

Talking About Money Difficult For LGBT Investors, According to Wells Fargo Study

Fewer than half in same-sex marriages seek professional guidance, despite ongoing confusion around current marriage laws and regulations.

Steve Gunn, Wells Fargo Advisors

Wells Fargo Advisors LGBT Insight: What Same-Gender Couples Should Know About Federal Spousal Benefits

Wells Fargo Advisors‘ Steve Gunn explains some of the newly available federal benefits for same-gender married couples.

Wells Fargo Empower Diverse Business Owners

Wells Fargo, National Urban League & U.S. Hispanic Chamber of Commerce Partner to Empower Diverse Business Owners

Launching national financial education series and grant programs during National Small Business Week.

David Helverson, Wells Fargo

Wells Fargo Advisors LGBT Insight: Insurance Strategies for Married, Same-Gender Couples

Wells Fargo Advisors‘ David Helverson explains why same-gender couples may want to revisit their life insurance policies.

Wells Fargo, Soldiers to Summits Mission Mt. Whitney

Soldiers to Summits, Wells Fargo Announce Mission: Mt. Whitney Expedition Team of Wounded Veterans

World-renowned mountaineers join injured soldiers to overcome barriers.

Toni Taft, Wells Fargo

Wells Fargo Advisors LGBT Insight: The DOMA Ruling and the Impact on Retirement Planning

Wells Fargo Advisors’ Toni Taft offers five topics for same-gender couples to consider when it comes to retirement planning.

Wells Fargo Go College First Generation

First Generation Films “Go College!” National Initiative

Ground-breaking campaign aims to shrink the higher-education gap for first-generation students, minorities and underserved youth.

Kyle Young, Wells Fargo

Wells Fargo Advisors LGBT Insight: At Tax Time, What’s Changed for Same-Gender Couples?

Wells Fargo Advisors’ Kyle Young offers four tips to make sure that you are getting the most out of your tax return.

Kevin Moss, Wells Fargo

VIDEO: Wells Fargo’s Kevin Moss—Life’s Lessons on Diversity

Personal experience has given Kevin Moss a whole new perspective on diversity and inclusion, and he’s bringing that to Wells Fargo.

Rich Levy, Wells Fargo

VIDEO: Wells Fargo’s Rich Levy—Diversity Needs to Be Actionable

Diversity isn’t just a business decision for Wells Fargo, it’s personal.

Wells Fargo Finances Religion Politics

Conversations About Personal Finance More Difficult Than Religion and Politics, According to New Wells Fargo Survey

One-third of Americans say they are more worried about their financial health than their physical health.

Jerry Quinn, Wells Fargo

Soldiers to Summits, Wells Fargo Announce Mt. Whitney Expedition for Wounded Veterans; Now Accepting Applications, Nominations

Wells Fargo & Company has committed $35 million through 2015 to support veterans with sustainable housing, career transition and financial education.

Steve Schmitt, Wells Fargo

2014 Market Outlook Is Hopeful

New year figures to build on momentum from a surprisingly bullish 2013.

Kyle Young, Wells Fargo

Wells Fargo Advisors LGBT Insight: A Look Back at 2013

Wells Fargo Advisors’ Kyle Young reviews some of the important advances made in the area of same-gender-couple rights.

Save the Date

APIASF and Wong Fu Productions Financial Literacy Video Surpasses One Million Views

Sponsored by Wells Fargo, the video was developed as a tool to raise awareness of financial literacy for Asian-American college students.

SLIDESHOW: Fall 2013: People on the Move

A slideshow of some of the latest job announcements.

Fidel Vargas, Hispanic Scholarship Fund

Hispanic Scholarship Fund and Wells Fargo Kick Off College Camp Series

Wells Fargo's $8.1 million commitment enables expansion of resources to help families plan and pay for college.

David Helverson, Wells Fargo

Wells Fargo Advisors LGBT Insight: Unmarried Couples and Joint Tenancy

Wells Fargo Advisors’ David Helverson explains why unmarried LGBT couples may benefit from joint tenancy.