Wendy Goddard-Gregory, Certified Trust & Financial Advisor, has joined The Private Bank at Wells Fargo.
Goddard-Gregory has 18 years of estate planning and trust management most recently in the Portland, OR, area.
She earned her BA degree from Willamette University in Salem, OR, and has completed the Trust curriculum offered by Cannon Trust Schools. Her focus will be on providing trust and fiduciary services for high-net-worth clients.
“The best transactions are defined by sellers being willing to set their ego aside for the benefit of their customers and employees,” writes Mike Bosma.