Sean Pryden

Practice

I am a Managing Director in Wells Fargo’s Private Bank covering the Sonoma and Napa markets. In my role I lead a team of specialists (including Trust Officers) with our relationships over $10mm. I work with 70 relationships that have a combined relationship of $1.3B with Wells Fargo. I also am directly responsible to provide strategy and financial modeling for these relationships. I actively build/maintain financial plans and deliver them to clients on a weekly basis.

Areas of work

• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.