Wells Fargo 2012 Annual Report Download - page 12


CREATING CONVERSATIONS
Building lifelong
relationships one
customer at a time.
At WellsFargo, we look forward to speaking with customers. Whether in person,
on the phone, or online, we want to hear what’s on your mind— and are eager to
explore how we might help.
For Jean Iverson of Spicer, Minnesota, the talk came at a painful time: after her
husband, Dr.Paul Iverson, died suddenly in 2010.
The late Dr.Iverson had turned to WellsFargo after seeing how we managed
the retirement plan of the hospital where he was an orthopedic surgeon. The
Iversons worked with Christine Kaehler and a team of specialists at WellsFargo
Private Bank to craft a retirement plan. Because WellsFargo had listened,
and crafted a plan for both of them, it was a smooth transition to readjust the
plan forJeanalone.
Now she says she is prepared to pursue one of her passions — skiing with her
granddaughters, Madeline and McKenzie.
“It’s hard enough when you lose a spouse,” said Iverson. “To not have to worry
about your finances, well, you have no idea.”