Melanie Horvat

Client Service Consultant at Abbot Downing - Minneapolis, MN, US

Melanie Horvat's Contact Details
HQ
612-667-1764
Location
Palm Beach, Florida
Company
Abbot Downing
Melanie Horvat's Company Details
Abbot Downing logo, Abbot Downing contact details

Abbot Downing

Minneapolis, MN, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Abbot Downing focuses solely on the needs of ultra-high-net-worth clients, with specialized services for multigenerational families, family offices, foundations, and endowments. Our boutique service model allows us to collaborate with clients to manage the full impact of wealth; addressing its financial, social and personal dimensions through a dedicated team, representing six service areas:• Asset Management• Institute for Family Cultureo Family and Business Historyo Family Business Transitionso Family Dynamics, Education, and Governanceo Social Impact Analysis• Legacy and Wealth Planning• Private Banking• Trust, Fiduciary, and Administrative Services• Foundations and EndowmentsEach Abbot Downing relationship manager works with a small number of clients, which allows the dedicated team to fully understand, anticipate, and ideally serve client needs. Solutions are customized to meet each client's circumstances and goals. The result is a finely crafted strategy designed to deliver desired results and a meaningful legacy for future generations.Backed by the strength and stability of Wells Fargo, Abbot Downing's comprehensive wealth management services range from asset management to family dynamics and education.DisclosuresAbbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMSLR ID 399801.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 InvestedWCR-0320-00009.

Planning Family Dynamics and Education Asset Management Private Banking Trust Fiduciary and Administrative Services Foundations and Endowments Wealth planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management Investment Banking Asset Management Finance
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Frequently Asked Questions about Melanie Horvat
Melanie Horvat currently works for Abbot Downing.
Melanie Horvat's role at Abbot Downing is Client Service Consultant.
Melanie Horvat's email address is ***@abbotdowning.com. To view Melanie Horvat's full email address, please signup to ConnectPlex.
Melanie Horvat works in the Investment Bank/Securities Brokerage industry.
Melanie Horvat's colleagues at Abbot Downing are Gaurav Thakker, Matt Robertson, Britt Goldschmidt, Todd Neal, Yimin Wu, Shane Coldren, Jodi Matheson and others.
Melanie Horvat's phone number is 612-667-1764
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