Karen A. Florez, CFA
Wells Fargo Private Bank
karen.a.florez@wellsfargo.com
651-470-2210

Karen has been a Trust Investment Portfolio Manager for 30 years with Marshall & Ilsley Bank, National City Bank of Minneapolis and Bank of Lansing, Michigan. Her expertise is in fiduciary investment management, research, analysis and compliance for retirement plans, foundations, endowments, families and individuals.