amy.holthouser@wellsfargo.com-Holthouser

I work as a Senior Fiduciary Advisory Specialist for Wells Fargo Banking, Lending, and Trust. My job is encompasses three main duties.  First, I work with internal partners and customers to help educate them about trusts and how Wells Fargo can carry out their estate plan by serving as Executor or Successor Trustee.

Second, I serve as the liaison for all Trust Services that Wells Fargo has to offer, including, but not limited to Personal Trusts, Special Needs Trusts, Real Estate Asset Management, Philanthropic Services, Legacy Trusts, Business Transition Services, Corporate and Executive Services, and Family Office Services.

Third, I am part of Wells Fargo Wealth Management Client Relationship Teams that serve customer relationships with assets 10MM++.