private bank Archives

Ryan Backlund to lead Wells Fargo Private Bank in Arizona

Backlund , Ryan 2015

Wells Fargo Private Bank announced today Ryan Backlund as regional managing director for Arizona.  Backlund, based in Scottsdale, will oversee all wealth management functions for the area, including private banking, credit, investment management, insurance, and trust and estate services through Wells Fargo Bank, NA, as well as brokerage services through Wells Fargo Advisors, LLC. Previously… Read More →

Most High-Net Worth Arizonans Enjoy Hobby Investing


BMO Private Bank today released the results of a study on high-net worth Arizonans (those with at least $1 million in investable assets) and hobby (or passion) investing. The study, the fifth and last in a series by BMO Private Bank examining trends among the affluent, found that half of the state’s wealthy engage in… Read More →

Wani Joins Wells Fargo Private Bank

wells fargo private bank

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… Read More →