The Private Bank Expands San Diego Wealth Planning Team

SAN DIEGO, April 17, 2018

"Charity brings extensive experience in advising high and ultra-high net worth clients on their complex wealth planning needs," said Liu. "In particular, her deep expertise in tax law developments will be invaluable as we continue to provide exceptional, comprehensive multi-generational wealth plans that help our clients achieve their financial goals."

In her role, Babington Falls will focus on the design and implementation of intricate wealth planning strategies, including estate planning, income tax, business succession, and legacy and philanthropic planning. 

Most recently, Babington Falls served as a Vice President and Senior Wealth Planning Strategist at Wells Fargo Private Bank. Prior to that, she was an attorney at various law firms, advising and counseling high and ultra-high net worth clients on tax, business and estate planning. She has also provided domestic and international tax planning and compliance counsel to corporations, including Time Warner Cable and The Hearst Corporation.

"Union Bank is very pleased to further strengthen the broad expertise we deliver to our valued clients in the greater San Diego area," said Stephen Sherline, Managing Director and Head of Private Wealth Management for Southern California. "Our team distinguishes itself by giving clients the edge they need to reach their goals. We share high-quality advice, professionally challenging our clients to take action, and Charity will be a strong catalyst in this very key market. The addition of an individual with her vast experience and stellar reputation represents The Private Bank's deep commitment to Women & Wealth, a key component of our core strategy, which not only includes a strong focus on serving women clients but also represents our focus on recruiting top talented women to join our organization."

Babington Falls began her career as a law clerk to a Chief United States District Court Judge. She graduated magna cum laude from the University of North Carolina at Charlotte and earned a law degree and a Master of Laws from the University of San Diego School of Law. Babington Falls is a CERTIFIED FINANCIAL PLANNER™ professional.  A regular community volunteer, she has served as a pro bono estate planning attorney for the elderly and as a Board Member of a local chapter of the Lupus Foundation of America.