Wells Fargo 2009 Annual Report Download - page 22

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
Customers Brad and Renee Simmons in Charlotte, North Carolina,
had been saving for retirement. Now they needed a plan just for them.
Renee’s employer held a benefi ts fair where she spoke to Paul Irving (inset,
below), a WellsFargo fi nancial advisor at the Wachovia booth. We managed
the company’s 401(k) retirement plan. Irving said, “Brad and Renee were
out there on their own. We worked with them to develop a plan to match
their needs and wants.” Now, the Simmons know where they’re going and
how they’ll get there. “Paul listened,” Renee said. “When he says, ‘This is
best for you,’ I believe him. He’s here to help us. We’ve diversifi ed based
on Paul’s advice, and he’s helping us have a more secure future.”
“They were out there
on theirown.”
The vision that works
“Paul listened. When he says,
‘This is best for you,’ I believe him.
He’s here to help us.”
Brad and Renee Simmons
Customers, Charlotte, North Carolina