CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

ESOP services

Our team has helped educate internal and external partners, prospects and clients for over 20 years, providing an overview or a deeper dive into the many considerations before, during and after an ESOP transaction. We work closely with your attorney, accountant and other advisors to help determine whether an ESOP makes sense for your company and how it can best be implemented. We believe the better everyone understands the transaction and the objectives of the selling shareholder, the greater the satisfaction upon completion.

The National ESOP advisory team at Wells Fargo includes team members across different business lines within our organization. We provide clients with access to other lines of business within Wells Fargo, including Wells Fargo Commercial Bank and Wells Fargo Private Bank*, to provide comprehensive support throughout the transaction as much as possible. It is our goal to help simplify the process and provide guidance and resources whenever we can.

*Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Well Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

ESOP Brochure

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals