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Home » Wells Fargo adds full-service wealth management office in Kennewick

Wells Fargo adds full-service wealth management office in Kennewick

Three financial advisors are working out of the new Wells Fargo Advisors office in Kennewick. They are, from left to right, Jeremy Hunsaker, James Utz and Erik Hebdon.
July 15, 2016
TCAJOB Staff

A new Wells Fargo office has opened in the Tri-Cities. Wells Fargo & Company, the parent company of Wells Fargo Advisors, opened a new office in Kennewick this spring.

Wells Fargo Advisors is a subsidiary of the well-known bank with the same name.

A full-service investment firm, Wells Fargo Advisors covers all spectrums of wealth management, said John Gonnason, Senior Vice President-Complex Manager.

“Our advisors can handle retirement plans, corporate accounts, individual wealth management and lending needs, anything that deals with a dollar sign,” Gonnason said.

The Wells Fargo Advisors office does not carry cash on the premises, but Gonnason said clients have access to their accounts through check writing and ATM machines.

Gonnason works in the Spokane office, which is the hub that oversees nine offices covering Eastern Washington, Idaho and Montana for private client groups for the Wells Fargo Advisors wealth management group.

The new office at 8203 W. Quinault Ave., Building A, Suite 100 in Kennewick is presently staffed with three advisors: Erik Hebdon, senior vice president; James Utz, first vice president; and Jeremy Hunsaker, associated vice president. There are also two senior client associates, Theresa Knutson and Stacey Mansfield.

Gonnason said future plans include expansion of the office and additional advisors.

The five employees presently working out of the Kennewick office have nearly 100 years of wealth management experience between them.

“They’re all veterans,” Gonnason said.

All of the Kennewick employees live in the Tri-Cities but are not limited to serving residents in the area.

“Rather, we cross all boundaries within the United States. Often someone who lived in the Tri-Cities and did business with Wells Fargo Advisors will continue working with the same office no matter where they move,” Hebdon said.

For example, Hebdon continued, he has clients in about 20 states. His colleagues agreed, noting their client bases span a similar number of states.

“Our offices are located where our advisors are located, not necessarily where their clients are located. I have some clients I’ve never met and I’ve been in the business 33 years,” Gonnason said.

While there are a number of wealth management firms in the area, what sets Wells Fargo Advisors apart, according to Gonnason, is “the breadth and scope and scale of the products and services we offer. We have a great partnership with Wells Fargo Bank and are able to access their products to better serve our clients,” he said.

While the new Wells Fargo Advisors office is open from 7 a.m. to 4 p.m. weekdays, appointments are preferred. Reach the office at 509-579-3450.

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    KEYWORDS july 2016
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