Carrie Vilaplana joins as Private Wealth Advisor
San Diego, (October 22, 2018) – 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.
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.
(1) Exchange rate of 1 USD=¥110.5 (JPY) as of June 29, 2018