SAN DIEGO, Oct. 22, 2018 /PRNewswire/ -- Union Bank today
announced that Carrie Vilaplana has
joined its San Diego Wealth Management team as a Vice President,
Private Wealth Advisor. She reports to Stephen Sherline, Private Wealth Markets
Executive, Southern
California.
Vilaplana is responsible for assisting the Bank's most affluent
San Diego area clientele in
designing and implementing tailored wealth planning strategies,
including investment management, risk management, estate and
business planning, banking and loan needs.
"With our expert wealth team and specialized products and
services, Union Bank has built a solid reputation for serving the
complex needs of individuals, families and businesses," said
Sherline. "That's why we are so pleased to welcome Carrie to
the Union Bank family. Her extensive experience in wealth planning
and relationship management, as well as her deep connection to the
San Diego area, will help us serve
our current clientele and expand our presence in the
region."
Active in her industry and community, Vilaplana is a member of
Women's Commercial Real Estate Organization (CREW), The Junior
League of San Diego, and San Diego
Symphony Notables, the Symphony's fundraising arm focused on
education outreach.
Vilaplana comes to the bank with more than 15 years of broad
industry experience, including equity research, customized credit
and lending and comprehensive wealth planning for high-net worth
families in the San Diego market.
She has extensive experience in financial services including time
with Lehman Brothers in New York
City, Wedbush Morgan Securities in Los Angeles and Wells Fargo Private Bank in
San Diego.
"I chose to move to Union Bank because it is one of the most
trusted brands in wealth management," said Vilaplana. "I'm excited
to work with Stephen and join the bank's outstanding team of Wealth
advisors in assisting our clients and growing our San Diego business."
Vilaplana graduated cum laude from Amherst College with a bachelor's degree in law,
jurisprudence, and social thought. She is Series 7, 63, and 65
certified and is California Life and Health
licensed.
About The Private Bank
The Private Bank is an
exclusive part of Union Bank dedicated to the financial needs of
high net worth individuals, non-profit organizations, business
owners, corporate executives and professional service firms. The
Private Bank is built around teams of wealth management
professionals who deliver customized solutions centered on each
client's unique goals and dreams.
About MUFG Union Bank, N.A.
As of June 30, 2018,
MUFG Union Bank, N.A. operated 355 branches, comprised primarily of
retail banking branches in the West Coast states, along with
commercial branches in Texas,
Illinois, New York and Georgia, as well as 22 PurePoint Financial
Centers. We provide a wide spectrum of corporate, commercial and
retail banking and wealth management solutions to meet the needs of
customers. We also offer an extensive portfolio of
value-added solutions for customers, including investment banking,
personal and corporate trust, global custody, transaction banking,
capital markets, and other services. With assets of $123.8 billion, as of June
30, 2018, MUFG Union Bank has strong capital reserves,
credit ratings and capital ratios relative to peer banks.
MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial
Group (NYSE: MUFG), one of the world's largest financial
organizations with total assets of approximately ¥299.1 trillion
(JPY) or $2.7 trillion (USD)¹, as of
June 30, 2018. The corporate
headquarters (principal executive office) for MUFG Americas
Holdings Corporation, which is the financial holding company, and
MUFG Union Bank, is in New York
City. The main banking office of MUFG Union Bank is in
San Francisco, California.
1 Exchange rate of 1
USD=¥110.5 (JPY) as of June 29,
2018
Wealth planning strategies have legal, tax, accounting and
other implications. Prior to implementing any wealth planning
strategy, clients should consult their legal, tax, accounting, and
other advisers.
©2018 MUFG Union Bank, N.A. All rights reserved. Member
FDIC.
Union Bank is a registered trademark and brand name of MUFG Union
Bank, N.A.
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SOURCE Union Bank