Building a Bridge to
YOUR FINANCIAL FUTURE
Jeffrey J. Wells, Barbara Scrooc and Christopher F. Corsiglia
The Wells Group
2 BELVEDERE PLACE, SUITE 100
MILL VALLEY, CA 94941
TOLL FREE: (855) 289-5063
As you seek to transform your financial vision into reality, The Wells Group
can support you with a wide array of brokerage and wealth management
services. Principal team members Jeff Wells and Chris Corsiglia have more
than 50 years of combined experience offering individualized investment
strategies and knowledgeable guidance to high-net-worth individuals and
Our objective is to help you clarify your financial vision, and then guide you in
creating wealth management strategies and building diversified investment
portfolios. As part of Merrill Lynch, we can offer you an expansive suite of
services and capabilities that truly stands out in the wealth management
industry. Our team is committed to an honest and candid investment
process, and works diligently to earn the trust and confidence of clients.
We believe our top-down view of the world economy and global investment
markets, and our study of long-term market cycles, distinguish
The Wells Group from our competitors. We invite you to contact us
to learn more about our strategic approach to wealth management.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch Pierce Fenner & Smith (MLPF&S), a registered broker-dealer and member SIPC, and other
subsidiaries of Bank of America Corporation (BAC).
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
MLPF&S is a registered broker-dealer, a registered investment adviser and member SIPC.
Asset allocation and diversification do not ensure a profit or protect against a loss in declining markets.
Merrill Lynch Wealth Management and the Bull Symbol are trademarks of Bank of America Corporation.
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