Kacy J. Gambles, CFP
Kacy Gambles is a regional manager of Investment and Fiduciary Services for Wells Fargo Private Bank in the Walnut Creek, San Jose, and Carmel offices of Northern California. Ms. Gambles leads a team of experienced financial professionals who help clients work toward their unique goals by providing investment management, trust and estate services, as well as specialized wealth services including legacy planning, real estate asset management, philanthropic, and business advisory services.
Prior to her current role, Ms. Gambles served as a regional investment manager in the greater Los Angeles region, and as an investment strategist for the Beverly Hills Coastal region. Prior to joining Wells Fargo, Ms. Gambles worked at PNC Bank in Philadelphia, Pennsylvania, where she was a product manager focusing on the separately managed accounts and alternative investment platforms. She has been in the financial services industry for over 15 years.
Ms. Gambles earned a Bachelor of Science in Finance and International Business from The Pennsylvania State University and her Master of Business Administration from The Tuck School of Business at Dartmouth College. She holds the Certified Financial Planner™ (CFP®) designation.
Ms. Gambles is an avid traveler and welcomes opportunities to explore emerging markets. She is passionate about volunteerism, lending a helping hand, and working to improve the communities around her. Ms. Gambles resides in the San Francisco Bay Area of California.