Hello.
I am Rodnee Warr
with Wells Fargo Wealth and Investment Management.
Your financial advisor is required to ask
you about designating a trusted contact.
Let me explain why.
Circumstances can arise
where your financial advisor
needs to reach you, but cannot.
Displacement by natural disaster;
suspected fraud on your account;
or a health emergency.
These scenarios can create disruptions
and you need to be protected.
Adding a trusted contact to your account
is the safe thing to do.
This is someone who can help
answer basic questions
about your medical status,
how to reach you,
or the identities of those closest to you.
A trusted contact
does not have authority
over your account.
It is not a power of attorney
or a legal guardian.
Through my work
supporting elders and vulnerable adults,
I know personally
how important this can be.
So take action.
Ask your financial advisor today
how you can add a trusted
contact to your account.