W. Alan Cary

Alan Cary serves as Branch Complex Director for the Triad Complex, which includes Winston-Salem, Greensboro, North Wilkesboro and Burlington branches. In this role, he works with over 50 Financial Advisors in the traditional broker channel as well as the Wealth Hub Advisors based in both the Winston-Salem and Greensboro branches.

Alan shares his experience and success as a leader to help Financial Advisors grow their practices. His support includes working closely with Financial Advisors and their clients to help navigate the wide spectrum of wealth management resources available from the firm, as well as marketing, teaming and succession planning.

He is responsible for expanding the complex through the recruitment of Financial Advisors who share the firm’s client-first philosophy. Alan strives to maintain camaraderie within the branches while ensuring team members work collectively towards the operational and growth goals while delivering an exceptional client experience.

Prior to his current position, Alan was Senior Vice President and Branch Manager for the Tampa branch of Wells Fargo Advisors. Previous positions included Area Manager in the Central North Carolina region; Market Leader in Southwest Chicago; National Business Manager for the Private Wealth Financial Advisor Group; and as the Regional Business Manager for the Midwest Region. Prior to joining the firm in 2004, Alan worked for Capital One, Bank of America Securities and consulting firms in New York City.

Alan holds a master’s degree in business administration from Virginia Tech University and a bachelor’s degree in business information systems from Virginia Commonwealth University.

Along with his wife and two children, Alan enjoys sports and outdoor pursuits, numerous school activities and all that the Triad area has to offer.