Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors provides Chapel Hill financial advising through eight listed advisors covering retirement, estate, insurance, education funding, and investment planning.
Best for
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- stock, bond, and mutual fund investing
- insurance and life insurance planning
- clients seeking an advisor with multistate securities registrations
Specialties
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- business services
- insurance planning
- stocks
- bonds
- mutual funds
- annuities
- life insurance
Certifications
- Member SIPC
- registered broker-dealer
- insurance licensed in North Carolina
- CRPC designation held by Kimberly Elliott
What makes them different
- Chapel Hill branch lists eight financial advisors
- Kimberly Elliott, CRPC®, focuses on retirement planning, estate planning strategies, education funding and 529 plans, IRAs, insurance, and business services
- Advisors provide access to bonds, mutual funds, stocks, annuities, estate planning and trusts, and life insurance
- Individual advisor phone numbers and email addresses are published on the website
- Advisors hold securities registrations across multiple U.S. states
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 1220 Environ Way Ste 1220, Chapel Hill, NC 27517
- Phone
- 9199184860
- Website
- https://home.wellsfargoadvisors.com/001_PNC3?ex...
- jim.mcclary@wellsfargo.com
Services
- financial advising
- investment planning
- retirement planning
- estate planning
- insurance planning
- education funding planning
- securities brokerage