Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors operates a Wilmington branch with three financial advisors, including a CFP® and CRPC® professional.
Best for
- retirement planning
- IRA strategies
- estate planning strategies
- education funding and 529 plans
- investment strategy
- insurance planning
Look elsewhere if
- FDIC-insured deposit banking
- customers seeking a bank deposit or other FDIC-insured product
Specialties
- retirement planning
- estate planning strategies
- IRA strategies
- education funding and 529 plans
- advisory services
- insurance planning
- investment strategy
Certifications
- CFP®
- CRPC®
- Insurance licensed in North Carolina
- Member SIPC
- Registered broker-dealer
What makes them different
- Wilmington branch has three listed financial advisors
- Jennifer Vanasse holds CFP® and CRPC® designations
- Timothy Terzaken lists education funding and 529 plans, estate planning strategies, retirement planning, and insurance among his focus areas
- Advisors are securities-registered across multiple U.S. states
- Branch operates as Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 6752 Parker Farm Dr Ste 300, Wilmington, NC 28405
- Phone
- 9105095240
- Website
- https://home.wellsfargoadvisors.com/001_WM?exci...
- archie.jennings@wellsfargoadvisors.com
Services
- financial advising
- investment services
- retirement planning
- estate planning
- insurance services
- lending services
- Social Security planning