Wells Fargo Private Bank announced Daniel G. Wani as a senior estate specialist. Wani will work with clients to efficiently administer complex trusts and estates. Based in Scottsdale, he will also collaborate with a personalized team of financial advisors, investment managers, private bankers and trust officers to provide customized service to clients in Arizona, Nevada, and New Mexico.
“Daniel’s experience along with his dedication to meeting client needs makes him a valued asset to the Wells Fargo Private Bank team,” said Michael Wernersback, senior regional fiduciary manager. “We are committed to helping high-net-worth individuals and families through every stage of their wealth lifecycle. By offering the services of a senior estate specialist, we are able to provide highly exceptional and personalized service that helps our clients navigate the complexity that wealth creates.”
Wani joins Wells Fargo from Excel Capital Group, LLC, where he helped structure investment vehicles and trusts for investors and company executives. Prior to that, Wani worked at Twomey Latham Shea Kelley Dubin & Quartararo, LLP, in New York, where he provided tax, business succession planning, estate planning, and trust and estate administration services for private clients and small businesses. Wani received a Legal Letters Masters (LL.M) in Taxation from New York University School of Law and a Juris Doctorate (J.D.) from Boston University School of Law. In additional he holds a bachelor’s degree in psychology from Roger Williams University.