Lawrence Katz

Background

About Lawrence Katz

Some might say. that I know a thing or two as I’ve seen a thing or two! As the Senior Custom Credit Banker for the Florida region, I believe that clients can benefit from the diverse experiences and network I’ve gained throughout a 40 year financial services career. While I feel that leverage can be a very valuable tool for helping clients to build wealth, I’ve also seen the impact economic, capital market and credit cycles can have when a balance sheet is stressed during challenging times. My goal is to help my clients make smart decisions on how and when they use credit in a variety of Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested The Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social