Event Programs and Photo Albums Legacy Ball Kiawah 2015 Program | Page 2

Howard Edwards Robert Vingi Susie Perry David McCallum Charleston, SC based financial advisors Robert Vingi, Howard Edwards, David McCallum and Susie Perry add value for their clients by: Helping clients maintain a long-term disciplined outlook. Applying a global asset allocation efficiently across taxable and tax-advantaged accounts to help avoid unnecessary risk. Employing cost-effective passive investments in tandem with world class active managers. Maintaining proper allocation through rebalancing. Implementing and monitoring a spending strategy through our planning Envision® process. Delivering highly personalized service based on a low client/advisor practice ratio. [email protected] [email protected] [email protected] [email protected] 177 Meeting Street, Fourth Floor | Charleston, SC 29401 | Phone: [phone] | Fax: [phone] Wells Fargo Advisors, LLC member SIPC is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u MAY Lose Value Envision® is a registered service mark of Wells Fargo & Company and used under license