Theresa Kumar
Senior Vice President Private Wealth Advisor @Wells Fargo Private Wealth
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WORK HISTORY
Senior Vice President Private Wealth Advisor @Wells Fargo Private Wealth
US
Responsible for advising high net worth individuals and families on a broad range of wealth management needs. Helps clients identify their unique goals and coordinate with a team of specialists to implement custom, comprehensive wealth plans to accomplish their goals.
EDUCATION
University of Illinois Chicago
Bachelor of Science - BS, Marketing/Marketing Management, General
ABOUT THERESA KUMAR
As a Private Wealth Advisor, I help complex families, businesses and high-net-worth individuals achieve clarity, confidence and structure to their financial wellbeing. I accomplish this by getting a deep understand of their values, struggles and aspirations. I coordinate a team of specialists to implement custom comprehensive wealth plans to help clients accomplish their goals. These specialists include investment managers, custom credit, bankers, trust and estate specialists, wealth planners, and philanthropic and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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