Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors provides Winston-Salem retirement, estate-planning, and investment advisory services through a branch with 15 listed financial advisors.
Best for
- Retirement planning
- Estate planning strategies
- Education funding and 529 plans
- IRA strategies
- Investment advisory services
- Insurance planning
Look elsewhere if
- FDIC-insured deposit banking
- Guaranteed investment returns
- Services requiring investment products without principal-loss risk
Specialties
- Retirement planning
- Estate planning strategies
- Education funding and 529 plans
- IRA strategies
- Investment advisory services
- Insurance
Certifications
- Member SIPC
- Registered broker-dealer through Wells Fargo Clearing Services, LLC
- Securities registered in North Carolina
- Insurance licensed in North Carolina
What makes them different
- Winston-Salem branch lists 15 financial advisors
- Branch includes Tim Barnes, a Branch Manager and First Vice President-Investment Officer
- Tim Barnes has been with Wells Fargo Advisors since 2010 and previously worked at Morgan Stanley
- William Alan Cary is a Resident Branch Manager and Executive Director
- Advisors offer retirement, estate planning, education funding, IRA, insurance, investment, and lending-related services
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood St Ste 600, Winston-Salem, NC 27103
- Phone
- 3367252961
- Website
- https://home.wellsfargoadvisors.com/001_WS?exci...
- alan.cary@wellsfargoadvisors.com
Services
- Financial advisory services
- Investment planning
- Retirement planning
- Estate planning
- Insurance planning
- Lending services
- Business services