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.
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
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.
The Carying Place
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
*The Forbes Best-In-State Wealth Advisors and the Forbes Top Woman Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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.