Abbot Downing, with $32.9 billion in client assets, is part of the company’s Wealth, Brokerage and Retirement group, one of the largest U.S. wealth managers, with $1.3 trillion in client assets. We have a team of 15 that sits in New York, Scottsdale, San Francisco, Chicago, and Southern California. State Status Acquired Updated; AZ: Active : 1998: 11/28/2020: We have not found any instances of professional misconduct for this lawyer. Abbot Downing Ultra-high-net-worth clients flock to Wells Fargo-backed Abbot Downing, which will provide a comprehensive plan tailored to you and your family. Maisee is a dedicated professional handling day-to-day trust administration, operational processing, and regulatory compliance. Abbot Downing has just under 600 client relationships, including multiple families across generations. 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. Abbot Downing. Head of WIM Jonathan Weiss said the private bank and Abbot Downing were strategically important and offered “tremendous opportunity for long-term growth". Resume. 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 . Abbot Downing has four divisions: an asset management division, a private banking channel, a combined trust and fiduciary service, and a group that addresses family psychology and governance. 6720 North Scottsdale Road Scottsdale, AZ 85253. 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 . Daniel L. Scott CSB Board Vice Chair Attorney St. Paul, MN. 0 (888) 648-8157. Its business is based on providing clients of unique wealth with comprehensive services to meet their distinct needs. Mary Thompson Managing Director G100 Network New York, NY. 6. It's also important to understand this exactly why no other banks but Wells Fargo and Abbot Downing (they are separate technically) will be allowed to handle ZIM's redemptions and provide constant oversight per request of the Chinese Elders. Scottsdale’s Abbot Downing has added executive leadership coach Nancy Amick in Scottsdale to provide consulting services for family-owned … "Abbot Downing goes beyond traditional wealth planning analysis by focusing on clients' values, goals and vision," James Steiner, who will run Abbot Downing, said in a statement. Avvo Contributions. 6720 N Scottsdale Rd Ste 350 Scottsdale, AZ, 85253-4456. Lewis Downing and J Stephens Abbot built a company known worldwide for its ingenuity, high-quality craftsmanship, and distinctive passenger experience. The average salary for "abbot downing" ranges from approximately $13.67 per hour for Control Officer to $15.60 per hour for Client Services Specialist. Abbot Downing, with $33.4 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 $1.4 trillion in client assets. Before joining Abbot Downing, Grodan worked seven years at Merrill Lynch, where he provided investment advice and wealth transfer strategies for some of the firm’s largest clients. We go beyond traditional financial services to help clients manage the full impact of unique wealth—addressing its financial, social, and personal dimensions. "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. Abbot Downing understands that fact, and thus has trained to ease a clients through their sudden wealth process regardless of their initial belief level. Learn more about Abbot Downing. Senior Director, Abbot Downing As a senior director of Family Dynamics and Education, Pat’s work with families focuses on growth and sustainability. License. Write a Review. Encantado Resort, Santa Fe, N.M. Four Seasons, Baltimore. Jona Van Deun ’92 CSB Board Secretary President Nebraska Tech Collaborative Omaha, NE. Managing Director of the Institute for Family Culture at Abbot Downing. Abbot Downing, Minneapolis. Daniel L. Scott CSB Board Secretary Partner, Stinson Leonard Street LLP Minneapolis, MN. 0 (800) 605-1821. Abbot Downing serves clients in all 50 states through offices in San Francisco, Los Angeles, Scottsdale, Minneapolis, Chicago, Houston, New York, Philadelphia, Washington, D.C., Winston-Salem, Palm Beach, Naples and other regional offices. Abbot Downing. Asset Management, Abbot Downing Scottsdale, AZ (IAA 74-76) Evan Breibart Solicitor London, UK. Abbot Downing clients receive the dedicated service of a boutique firm, complemented by the resources of Wells Fargo, one of the most established financial institutions in the country. Casey G. Cowell Founder, Chairman Boomerang-Catapult, LLC Traverse City, MI. Abbot Downing Golf Tournament Denise McLain Scottsdale, AZ denise.mcclain@abbotdowning.com 480-905-9248 Michael Lee Chicago, IL michael.lee@abbotdowning.com 312-954-4630 Ashar Group – Life Insurance Valuation & Life Settlements Wi-Fi Support Co-sponsor Jason Mendelsohn Orlando, FL Jason@ashargroup.com 407-782-5614 First Western Trust Bank, Scottsdale Branch (2.6 miles) Full Service Brick and Mortar Office 7025 N Scottsdale Rd Paradise Valley, AZ 85253 Pat and her colleagues know first-hand the complexities that families of great wealth may face. Dorsey & Whitney LLP, Minneapolis. Abbot Downing Minneapolis, MN. Abbot Downing Minneapolis, MN. The original Abbot Downing was a 19th-century New Hampshire builder of the iconic stagecoaches that have come to represent Wells Fargo, who was Abbot Downing’s largest customer. LeAnne Stewart ’87 CSB Board Vice Chair Chief Financial Officer Axia Women's Health Voorhees, NJ. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2013 Bloomberg Markets survey. It's also important to understand this exactly why no other banks but Wells Fargo and Abbot Downing (they are separate technically) will be allowed to handle ZIM's redemptions and provide constant oversight per request of the Chinese Elders. 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. Prior to joining First Trust Company, Maisee was a client service associate at Abbot Downing (formerly Lowry Hill), the high net worth client division of Wells Fargo. Maisee Y. Xong, Vice President & Director of Operations. Wells Fargo Bank, Scottsdale Abbot Downing Trust Offic (2.6 miles) Limited Service Trust Office 6720 North Scottsdale Road Paradise Valley, AZ 85253. Wells Fargo Bank, Scottsdale Abbot Downing Trust Offic at 6720 North Scottsdale Road, Paradise Valley, AZ 85253. Casey said Abbot Downing’s research shows there were about 329 households in Arizona with assets of $25 million or more last year, a 7 percent increase from 2010. Salary information comes from 404,829 data points collected directly from employees, users, and past and present job … Report Closed. “Bringing these teams under Julia’s leadership will allow them to collaborate more closely and result in the … Abbot Downing understands that fact, and thus has trained to ease a clients through their sudden wealth process regardless of their initial belief level. Mary Thompson Managing Director G100 Network New York, NY. Valerie Dillon Founder and President Dillon Galleries Bolton Landing, NY. 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