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Union Bank Expands San Diego Wealth Management Team

October 24, 2018, 07:04 AM

Union Bank 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.     


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