Entertainment & Professional Athletes


We are committed to making a powerful difference in our clients' lives and helping to make their personal and family dreams a tangible reality.

At Cotto & Padovani Financial Strategies Group of Wachovia Securities, we help our clients manage, grow and protect their assets. We help our clients in the entertainment industry achieve financial independence through sound investment planning and strategies.

"Add value to our clients; make a difference in the world while we are in it; provide for ourselves and our loved ones." -- James R. Cotto


Your Career in the Entertainment Industry

It's a dream you read about -- that someone tells you about -- that you see on TV, in a theatre, on the internet. It is your dream and you have succeeded in a field where very few succeed. Whether you are in front of an audience or behind the scenes, it is time to quantify your success in a way that will add another dimension to your life -- accumulating, growing and protecting wealth.

Many individuals in your chosen field have lived their lives spending more than they made until they had none left. They did not plan to fail, but they did fail to plan. There is a better way.

Our team works closely with you, your agent and/or other involved professionals to develop a realistic savings, investment, insurance, and estate-planning strategy designed to help you accumulate assets and protect your wealth.

Creating a comprehensive investment plan may help you build a financially secure future and live well right now -- and now may be the best time to begin planning your financial future in the entertainment industry.

The Cotto & Padovani Five-Step Process

Step 1: We LISTEN to you -- our confidential personal interview
Step 2: We PREPARE a comprehensive investment plan
Step 3: We REVIEW and discuss everything with you -- presentation of your plan
Step 4: We IMPLEMENT your custom investment plan
Step 5: We continuously MONITOR, EVALUATE and ADJUST your plan and keep you informed

Comprehensive Financial Services
  • Investment planning
  • Investment management and strategies
  • Insurance and estate planning1
  • Bank trust services2
  • Complete banking, checking, credit card and ATM services3
  • Mortgage financing/refinancing4
  • Commercial real estate lending4
  • Asset-based lending services5
  • Education planning and funding
  • Personal and business retirement planning and funding
  • Alternative investments (may not be suitable for all investors)
  • Access to investment banking
The Bottom Line -- We help with:
  • Creation, management and protection of wealth
  • Review of assets and liabilities
  • Retention and protection of your business interests
  • Retirement when you want -- on your terms
  • The security of your estate
  • The transfer of assets to your heirs
  • Access Account Online Anywhere 24/76
  • Nationwide full-service remote banking
  • Nationwide lending services3
  • Full-service checking
  • Auto/online Bill Pay
  • Nationwide ATM/cash advance services3
  • Worldwide Visa¨ debit and credit card3
  • Online 24/7 account access6
  • 24/7 Communication via e-mail/Web site6

 

1 Insurance products are offered through nonbank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. Wachovia Securities, LLC is a separate non-bank affiliate of Wachovia Corporation. 
2 Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation.
3 Banking services are offered through Wachovia Bank, National Association and Wachovia Bank of Delaware, National Association. ATM usage fees from other institutions may apply. Subject to credit approval.
4 Lending Services are available through banking and non-banking subsidiaries of Wachovia Corporation, including, but not limited to Wachovia Bank, National Association and Wachovia Bank of Delaware, National Association, separate affiliates of Wachovia Securities, LLC and subsidiaries of Wachovia Corporation. All loans are subject to credit approval. Wachovia Bank and Wachovia Bank of Delaware are equal housing and opportunity lenders.
5 There are risks associated with borrowing against securities as collateral. Please read your Agreement and Disclosure Statement, which will be included in your application packet.
6 System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance and others. System may not be available for certain periods of time.

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