He is a member of the CFA Society of Houston and has served as a member of the American Academy of Actuaries. Director at Abbot Downing a Wells Fargo Business Houston, Texas 30 connections. With Abbot Downing, you can expect big-picture thinking and custom strategies. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey with over 1.7 Trillion in client assets and 500 people on staff — including psychologists and staff dedicated to building family genealogies . Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Drawing on the strength of Wells Fargo, Abbot Downing listens and tailors solutions to address Glassdoor gives you an inside look at what it's like to work at Abbot Downing, including salaries, reviews, office photos, and more. Abbot Downing’s institute is a 14-member group of experts in education, psychology, history and business, an expanded iteration of its 13-year family governance and education services practice. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2012 Bloomberg Markets survey. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed. Abbot Downing Details 1000 Louisiana Street , Suite 1401 , Houston , Texas , 77002 , United States 1 888-648-8157 Website Leave a Review Recommend Add This Page to a Stack Follow Abbot Downing serves clients in all 50 states through offices in San Francisco, Palo Alto, Los Angeles, Scottsdale, Denver, Houston, Minneapolis, Chicago, Philadelphia, Washington, D.C., New York, Charlotte, Winston-Salem, Raleigh, Naples, Jacksonville, and Palm Beach. Abbot Downing also was noted for having a low client-to-relationship manager ratio (15:1) and for having a comprehensive platform for communicating with clients across generations. Legacy and Wealth Planning | Abbot Downing, a Wells Fargo Company Atlanta, GA. Joe Freeman. At BBVA Compass, Farmer designed, implemented and monitored investment solutions for high-net-worth individuals, families and foundations. The business's roots went back to 1813, and it persisted in some form into the 1930s with the manufacture of motorized trucks and fire engines. where I started my career in 1983. Abbot Downing can be found at 1000 Louisiana Street . the unique needs of ultra-high-net-worth families, family offices, foundations, and endowments. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. In this video, senior leaders of Abbot Downing discuss our holistic approach to working with families of unique wealth. A typical day at work varies but I did have daily contact with clients. Wells Fargo Bank, N.A. The following is offered: Investment Services - In Houston there are 38 other Investment Services. "We are delighted to be named the winner of this prestigious award by a respected panel of industry judges,” said Jim Steiner , president of Abbot Downing. Houston, TX 77002 Quantum Energy Partners 800 Capitol St , Houston, TX 77002 TDECU 930 Main Street Suite T-265, Houston, TX 77002 Wells Fargo Private Bank 1000 Louisiana St , Houston, TX 77002 Abbot Downing 1000 Louisiana Street Suite 1401, For more than 40 years, Abbot Downing has focused solely on the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while building legacies across generations. is a bank affiliate of Wells Fargo & Company. Recently, Farmer served as senior portfolio manager at BBVA Compass. Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. Join to Connect. Abbot Downing, with $34 billion in client assets and a 40-year history serving ultra-high-net-worth clients, is part of Wells Fargo’s Wealth, Brokerage and Retirement group, a leading U.S. wealth manager, with $1.5 trillion in client assets. Wells Fargo & Co. launched a new brand last week to serve its wealthy clients. Karl Farmer will lead the firm’s office. South Texas College of Law. This is technology at its most personal, the kind that helps you live healthier so you can do the things you love. The firm has $27.5 billion in client assets and about 300 people on staff -- including psychologists and staff dedicated to building family genealogies, the … A typical day at work varies but I did have daily contact with clients. Wells Fargo launched the Abbot Downing brand on April 2, 2012, combining two Wells Fargo ultra-high-net-worth businesses. Abbot Downing opens new Houston office. Abbot Downing 1000 Louisiana Street Suite 1401 Houston TX 77002. Abbot Downing has opened a new office at Wells Fargo Plaza here, as the firm expands its staff to serve its growing Houston business. Abbot Downing has named Karl Farmer as portfolio manager. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. This is the Abbot Downing company profile. Member FDIC, NMLSR ID 399801, Kooking with Kelli of Nana's Chicken-N-Waffles, Wells Fargo and Credit Suisse U.S. Search for other Investment Management in Houston … Abbot Downing is named after a 19th century custom carriage builder who catered to the wealthy, according to UPI. He was previously a portfolio manager and equity analyst at Invesco Aim in Houston. Abbot Downing focuses on the needs of ultra-high-net-worth multigenerational families, family offices, foundations, and endowments to help preserve and grow assets while … © 2020 Wells Fargo Bank, N.A. Get reviews, hours, directions, coupons and more for Abbot Downing at 1000 Louisiana St Ste 1401, Houston, TX 77002. Abbot Downing has opened a new office at Wells Fargo Plaza here, as the firm expands its staff to serve its growing Houston business. HOUSTON--(BUSINESS WIRE)--Abbot Downing has opened a new office at the Wells Fargo Plaza here, as the firm expands its staff to serve its growing Houston business.Karl Farmer, a … You are leaving Abbot Downing and entering a website that Abbot Downing does not control. Abbot Downing is a separate entity of Wells Fargo Bank N.A. Get directions, reviews and information for Abbot Downing in Houston, TX. 11 Abbot Downing reviews. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially. The original Abbot Downing built the iconic stagecoaches that have come to represent Wells Fargo. We keep your heart healthy, nourish your body at every stage of life, help you feel and move better, and bring you information, medicines and breakthroughs to manage your health. Abbot Downing serves clients in all 50 states through offices in San Francisco, Los Angeles, Scottsdale, Houston, Minneapolis, Chicago, Philadelphia, Washington, D.C., New York, Charlotte, Winston-Salem, Naples, Palm Beach and other regional offices. Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. Some alternative investments and complementary strategies may be available to pre-qualified investors only. Deposit products offered by Wells Fargo Bank, N.A. Wells Fargo Bank, N. A. Menu & Reservations Make Reservations . He began his career with William M. Mercer, Inc., as an analyst in Fort Worth. Abbot Downing a Wells Fargo Business. Dawn Bremer, CTFA. Maybe you have more in your other sources? How they do it: Abbot Downing provides its clients with a full range of service, beyond traditional private banking meeting the full range of their clients needs. and its various affiliates and subsidiaries. Karl Farmer, a 20-year veteran in financial services who most recently served as senior portfolio manager at BBVA Compass, has joined Abbot Downing as portfolio manager. and its various affiliates and subsidiaries. Abbot-Downing Company was a coach and carriage builder in Concord, New Hampshire, which became known throughout the United States for its products — in particular the Concord coach.. All rights reserved. ACE Scholarships was founded in 2000 by Alex Cranberg, Charlie Gallagher, Ralph Nagel, John Saeman and the late Ed McVaney and John Walton to provide low-income parents with the freedom to choose the K-12 schools that are best for their children. Certain products and services offered subject to credit approval or credit qualification. Private Banking Announce Exclusive Recruiting Arrangement, African American Investors Optimistic About Financial Future and the Economy, but Concerned About Retirement, According to Recent Wells Fargo Survey, Chinese American Investors Comfortable with Current Financial Situation, Confident About Financial Future, According to Wells Fargo Survey, Morgan Stanley insider exposes rich clients' info online, Wells Fargo Dealer Services Opens Second Regional Business Center in Houston. Find related and similar companies as well as employees by title and much more. View contact details and map directions on Bizwiki for Abbot Downing and more Houston Investments. Please consult your legal and tax advisors to determine how this information may apply to your own situation. All content is posted anonymously by employees working at Abbot Downing. Solution Provider. Facebook page for the Abbot-Downing School PTO “Clients across the country have responded very favorably to Abbot Downing and we’re excited to be expanding in Texas,” said Mike Casey, Midwest regional managing director of Abbot Downing. At Abbott, we help people live fully with our life-changing technology. 1000 Louisiana Street Suite 1401 Houston, TX 77002 888-648-8157 View Map Abbot Downing | 4,334 (na) tagasubaybay sa LinkedIn. He and his family have been one of the top fund-raising families in Houston for Autism Speaks. NMLSR 399801. View Abbot Downing (www.abbotdowning.com) location in Minnesota, United States , revenue, industry and description. Not Insured by the FDIC or Any Federal Government Agency, Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate, Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested, Trust, Fiduciary, and Administrative Services. About Abbot Downing Abbot Downing’s Houston office is located at 1000 Louisiana St, at the Wells Fargo Plaza. Wells Fargo perspectives are also available at blog.wellsfargo.com. The founders’ vision was powerful but simple: that all children have access to great schools.. In this video, you’ll learn how the Abbot Downing Private Banking team provides custom banking solutions to clients with unique wealth. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve. Houston Abbot Downing Office. Abbot Downing has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. 1000 Louisiana StreetSuite 1401Houston, TX 77002888-648-8157View Map. A Chartered Financial Analyst (CFA), Farmer is a graduate of the Wharton School of the University of Pennsylvania, where he earned a master’s degree in business administration, and Texas A&M University, where he earned a bachelor’s degree in economics. Joe Freeman Head of Family Office Services at Abbot Downing ... Houston, TX. So far, the only "Abbott" I've seen is on the sign at the Hadley, Massachusetts, museum. Reviews (888) 648-8157 Website. Report this profile; Experience. Karl Farmer, a 20-year veteran in financial services who most recently served as senior portfolio manager at BBVA Compass, has joined Abbot Downing as portfolio manager. Member FDIC. Wells Fargo & Company and its affiliates do not provide legal advice. “In our brand research, people told us they wanted an integrated offering of services combined with a high-touch client service experience. 25 on Fortune’s 2013 rankings of America’s largest corporations. Wells Fargo & Company was ranked No. He is based in Abbot Downing's new Houston office. See, for example, Abbot Downing Elementary School and the Abbot-Downing Historical Society. Abbot Downing has opened a new office at the Wells Fargo Plaza in Houston, as the firm expands its staff to serve its growing Houston business.Karl Farmer, a … Prior to that, he worked as an equity analyst for Greenlight Capital in New York. Description. Dedicated to Helping You Craft Your Legacy. where I started my career in 1983. Abbot Downing in Houston, Texas, specializes in Investments. “Successful individuals and families are looking for advice to help them use their wealth to positively impact their families and their communities.”. 5 were here. He joins Abbot Downing in its new location at 1000 Louisiana St., which also houses business that Abbot Downing works closely with, such as Wells Fargo’s Regional Commercial Banking Office, The Private Bank, and the Energy Group of Wells Fargo Securities. 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