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"It is a natural that when large fortunes are being created and there is a liquidity event, we are at the table," Mewha said.
However, when asked if the number of non-Wells Fargo clients should increase, Mewha replied: "I like to think so."
Tech Resurgence Fuels Bay Area Wealth Market
Clients of Wells Fargo Advisors Family Wealth office, who must have a minimum of $50 million in liquid assets, are more often than not, bank customers as well.
"Over 80 percent of our business comes from internal referrals," Mewha says.
Additionally, the company announced ...
Additionally, the company announced Mary Mewha as regional managing director and Kevin Long as wealth consultant, focused on new client development.
Memberlink® - 2006 Winter Forum for Private Investors - Agenda
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