Robert Palatella

Background

About Robert Palatella

Robert Palatella is a Managing Director-Investments and Senior PIM Portfolio Manager in the Wells Fargo Advisors La Jolla office. Having worked in the securities industry for 30 years, Robert provides comprehensive portfolio management to a diversified group of investors. Robert has been recognized as a 2021 Platinum Council Recipient.*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Robert’s primary objective is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. Robert believes that a one-to-one relationship with his clients is the cornerstone of his success. His extensive experience in the securities industry has demonstrated that sophisticated investors require personalized and local access to their Portfolio Manager. This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only. California Insurance License: 0A49341 Resident State: CA 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