“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 protect and grow their wealth.


Team

Meet The Bass Foley Group of Wells Fargo Advisors


From left to right:

Lorraine Anderson - Senior Registered Client Associate

Stephanie Bass - CFP®, CPWA®, Private Wealth Financial Advisor Managing Director - Investments

Sarah Beauvais - Marketing Client Associate

Jonathan Foley - Private Wealth Financial Advisor Managing Director - Investments

Cindy Ward - 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 grow and protect their wealth including wealth planning, portfolio management, liability management, tax, estate  and multigenerational legacy and charitable planning strategies.

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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
Community

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.

  • The Carying Place

  • Campbell University

  • North Carolina School of Science and Mathematics

  • UNC Children’s Hospital

  • UNC Southeastern Foundation

  • Food Bank of Central & Eastern NC

  • Jump for the Children Benefiting Duke Children’s Hospital

  • SPCA of Wake County

  • Dress for Success of the Triangle

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Advisors is not a legal or tax advisors. Trust services available through banking and trust affiliates in addition to nonaffiliated companies of Wells Fargo Advisors Financial Network. Any estate plan should be prepared and reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.