Wells Fargo Advisors
Corporate Office
Why pick this one
Wells Fargo Advisors provides Chapel Hill financial advising with eight named advisors and services including retirement planning, estate strategies, insurance, and education funding.
Best for
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- insurance planning
- business financial services
- stock, bond, and mutual fund investing
Specialties
- business services
- education funding and 529 plans
- estate planning strategies
- insurance
- IRA strategies
- retirement planning
- bonds
- mutual funds
- stocks
Certifications
- Member SIPC
- CRPC® designation held by Kimberly Elliott
What makes them different
- Eight named financial advisors are listed at the Chapel Hill branch
- The branch provides direct phone numbers and email addresses for individual advisors
- Kimberly Elliott lists business services, education funding, estate planning, insurance, IRA strategies, and retirement planning as areas of focus
- Advisors at the branch list securities registrations across multiple states
- The firm is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 200 Meadowmont Village Cir, Chapel Hill, NC 27517
- Phone
- (919) 918-4860
- 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
- IRA planning
- stock, bond, and mutual fund investing