Let’s get started

We’re conveniently located in the heart of Raleigh, NC. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

Alex Bartol, CFP®

Financial Advisor

alex.bartol@wfa.com
919.881.1076

Jack Hoile

Financial Advisor

jack.hoile@wfa.com
919.881.1081

Debbie Schulz, MBA

Registered Client Associate

deborah.schulz@wfa.com
919.571.2824