We are Proud to Announce:
The Bass Foley Group of Wells Fargo Advisors has been named to the Forbes Best-In-State Wealth Management Teams 2024, 20251
Stephanie Bass & Jonathan Foley have been named to the Forbes Best-In-State Wealth Advisors 2022, 2023, 2024, 20252
Stephanie Bass has been recognized as Forbes Top Women Wealth Advisors Best-In-State 2022, 2023, 2024, 20253
1 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View Award Disclosures
2 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. View Award Disclosures
3 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in- State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. View Award Disclosures
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffet
The Bass Foley Group of Wells Fargo Advisors builds their practice one family at a time. The team of experienced advisors and professionals are flexible, responsive and innovative in their approach to providing custom solutions to all clients’ wealth management needs.
The team offers a compelling mix of sophisticated wealth planning, deep analytical experience and proactive client service. For over 20 years, The Bass Foley Group has provided clients with the special care, attention and resources needed to preserve and grow their wealth.
Meet The Bass Foley Group of Wells Fargo Advisors
From left to right:
Lorraine Anderson - Private Wealth Senior Registered Client Associate
Stephanie Bass - CFP®, CPWA®, CIMA®, Private Wealth Financial Advisor, Managing Director - Investments
Sarah Beauvais - Marketing Client Associate
Jonathan Foley - Private Wealth Financial Advisor, Managing Director - Investments
Cindy Ward - Private Wealth Senior Registered Client Associate
Navigating the complexities of wealth
Access to the necessary expertise and resources is essential in providing a high level of coordinated wealth management. As Private Wealth Financial Advisors, Stephanie Bass and Jonathan Foley help high-net-worth individuals, multigenerational families, executives, and business owners gain the specialized wealth management services they need to help grow and preserve their wealth including wealth planning, portfolio management, liability management, tax, estate and multigenerational legacy and charitable planning strategies.
Wells Fargo Advisors does not provide legal or tax advice.
The Team
Deep experience, knowledge, and concierge customer service. Meet the Team
Private Wealth
Sophisticated strategies for high-net- worth individuals and families. Learn More
Resources
Investment education, topical articles and helpful resources. Learn More
Supporting the Community
The Bass Foley Group recognizes the value of the community is tied to the commitment made to supporting friends, families and neighbors.
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The Carying Place
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Campbell University
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North Carolina School of Science and Mathematics
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UNC Children’s Hospital
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UNC Southeastern Foundation
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Food Bank of Central & Eastern NC
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Jump for the Children Benefiting Duke Children’s Hospital
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SPCA of Wake County
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Dress for Success of the Triangle