Wells Fargo Private Bank is planning to expand its Boston office in the first half of 2015, beginning with the addition of Kevin Driscoll as financial advisor and Tom Eberhardt as senior fiduciary officer.
Driscoll will specialize in working with high-net-worth individuals and families to assess their holistic wealth management needs and to identify and coordinate the right specialists and solutions to address each client’s complex and unique needs.
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Eberhardt will serve as the primary contact for coordination of The Private Bank’s investment & fiduciary services business in the Boston office and will be responsible for delivering advisory-based services to clients with highly complex wealth management planning needs.
Senior vice president and regional director for the Boston region Marty Courage said, "As our Boston office grows, it is important to bring in local and seasoned professionals like Kevin and Tom, who know the Boston area well, and the clients we serve. Our goal is to build a well-rounded team of industry veterans who can deliver top-notch service to a unique set of clients."
Courage says he plans to add three additional positions by the second quarter.
Prior to joining Wells Fargo Private Bank, Driscoll worked as a financial adviser for Barclays Wealth & Investment Management’s Boston office.
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By GlobalDataEberhardt spent nearly 15 years at Beacon Trust Company, where he most recently worked as vice president and trust officer.
