Corporate Executive Services


As a corporate executive, your compensation package often presents unique and complex investment challenges. Your personal wealth management issues may involve tax implications, selling restrictions, and other personal and professional responsibilities that need to be taken into consideration.

As a Wells Fargo Advisors wealth management team, we can work with you and your tax advisor to develop strategies to help reduce your potential exposure to the alternative minimum tax (AMT) and other tax consequences – whether your executive compensation involves stock option grants or restricted stock grants.

Based on information you provide about your particular grants, we can provide:

  • An explanation of your stock options and restricted stock, focusing on tax considerations and investment characteristics
  • Access to a team of professionals through Wells Fargo affiliates to help navigate the complexities of corporate compensation
  • Recommendations based on your objectives for the options or restricted stock and your current financial situation

Together, we can discuss your individual equity grants and plan an appropriate course of action. We can also familiarize you with the Stock Options Financing Program that may let you exercise options without disturbing your existing securities portfolio or raising cash.

Please contact us today to discuss the specific details of your situation and determine how best to proceed. Just click on the "Contact Us" link at the top of the page or call us at 858-456-7729 or 800-556-0015. You can also send a direct email to [email protected]

Wells Fargo Advisors is not a tax or legal advisor. Consult a tax or legal advisor before making tax-related investment decisions.