Peter A. Casale

Background

About Peter A. Casale

Comprehensive investment planning is the foundation for our wealth management process. Peter evaluates each client’s unique needs and recommends trust *and estate planning strategies*, tailored portfolio management construction, retirement income strategies, and insurance planning strategies. Utilizing Wells Fargo's affiliates he also works with corporations on their financing and 401(k) needs. They can also structure stock plans for publicly traded companies. Peter has spent his entire career in the financial services industry, the last 25 as a Financial Advisor to high net worth individuals and their families including entrepreneurs, senior corporate executives and foundations. Upon graduating from New York University’s Stern School of Business with an MBA in Finance, Peter began his career as a Financial Advisor in 1991 with Morgan Stanley. After Morgan Stanley merged with Dean Witter he joined Donaldson, Lufkin & Jenrette which was sold to Credit Suisse. Peter left Credit Suisse to join Smith Barney in 2002. After Smith Barney was bought by Morgan Stanley in 2012 Peter sought a firm who was client centric with the resources and specialists who could provide sophisticated personalized financial advice for individuals and families. To this end Peter joined Wells Fargo Advisors in 2014.*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. This information is intended for use by residents of AZ, CT, FL, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, and VA 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 Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social