Wells Fargo 2010 Annual Report Download - page 23

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
A team on your side
PhillipSchuman(right) breathes easier these days. A year ago, Schuman was made guardian and trustee for
his father, whose health had worsened. That meant running a bunch of businesses and assets that were new
to him. Enter AdamSchwalb(left) with WellsFargo Advisors, who had been Schuman’s investment manager
since 2008. Schwalb, based in Lighthouse Point, Florida, connected Schuman to a team of WellsFargo
experts—among them Je Haines and Tad Galin—and together they developed a plan for managing all
the new responsibilities. “Itwas all enormously complicated, and the day we all agreed on a plan, you could
see Phillip’s shoulders visibly relax as the burdens lifted,” Schwalb said. “Hewas managing so much on
behalf of his father and his family. By bringing in our experts and taking a team approach, we o ered him
tremendous security and peace of mind.”