CORPORATE EXECUTIVE SERVICES

Corporate executive compensation packages often present unique and complex investment challenges. The Thode Investment Consulting Group has vast experience working with corporate clients and their tax advisors to develop strategies that help reduce exposure to tax consequences.

Based on the information regarding 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 experienced professionals in our corporate headquarters to help you navigate the complexities of corporate compensation – Services for Corporate Executives
Recommendations based on your objectives for the options or restricted stock and your current financial situation

We can discuss your particular situation and benefits and help you plan an appropriate course of action. We can also familiarize you with our stock option financing program, which allows you to exercise options without disturbing your existing portfolio or having to raise cash.

Wells Fargo Advisors is not a legal or tax advisor.

Contact us to learn more about our services and discuss specific details of your situation and determine how best to proceed.

Investment and Insurance Products are:

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

This information is intended for use only by residents of (AL, CA, CT, FL, GA, IL, KS, KY, MA, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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