The Kinnear Private Wealth Management Group of Wells Fargo Advisors, led by David Kinnear, offers a holistic and consultative approach to wealth management, focusing on aligning financial strategies with clients’ personal values and goals. Serving a select clientele—including multi-generational families, business owners, public company executives, and financial professionals—the group provides customized solutions that encompass investment management, retirement planning, estate strategies, and risk management. With offices in Chicago and Melbourne, Florida, the team emphasizes long-term relationships, coordinating with clients’ legal and tax advisors to ensure cohesive financial planning. David Kinnear brings nearly 25 years of experience and has been recognized among Barron’s Top 1,000 Financial Advisors, reflecting the group’s commitment to excellence and personalized service citeturn0search1turn0search0.