Gary Alford
VP, Trust Team Manager @Wells Fargo
Winston-Salem, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 1987 — Present
VP, Trust Team Manager @Wells Fargo
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Winston Salem, NC
Currently manage the National ILIT and National Custody Teams for Wells Fargo Bank, N.A.
SKILLS
Financial PlanningSeries 7Financial ServicesAsset ManagmentTrust ServicesAsset ManagementInvestmentsEstate PlanningInvestment AdvisoryHigh Net Worth IndividualsLife InsuranceInsurance LawPrivate BankingRetirement PlanningInsuranceWealth Management ServicesWealth ManagementMutual FundsBankingIrrevocable Life Insurance TrustsPortfolio ManagementTax LawFiduciary ManagementSecurities
ABOUT GARY ALFORD
Lead a team of Fiduciary experts who provide service to ultra-high net worth individuals, their families & generations .
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