Helping businesses navigate the evolving world of digital marketing.
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Thanks for voting us Best of the Northwest!
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www.SwellMediaSolutions.com
Award-Winning Wealth Management We are proud to announce that our team has been recognized as a:
Toni L. Taft, CFP®, AAMS®, ADPA® Managing Director – Investment Officer Master of Science in Personal Financial Planning
Josh G. Barrett
Financial Advisor First Vice President – Investment Officer
William J. Zollner
Financial Consultant Associate Vice President – Investment Officer
Maricel Dalere
Senior Registered Client Associate
Bonnie Gregory Client Associate
tel: 360-714-2761 toll-free: 877-819-5264
william.zollner@wfadvisors.com
TAFT BARRETT
WEALTH MANAGEMENT GROUP of Wells Fargo Advisors
23 Bellwether Way, Suite 200 Bellingham, WA 98225
www.taftbarrettwmg.com
Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo. 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. CAR-0223-00225
www.taftbarrettwmg.com