Contact Us

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

Phone: 919.881.1045
Email Stephanie 


Cindy F. Ward
Senior Registered Client Associate

Phone: 919.881.1049
Email Cindy



Sarah Beauvais
Marketing Client Associate

Phone: 910.342.2034
Email Sarah

Jonathan E. Foley
Private Wealth Financial Advisor
Managing Director – Investments

Phone: 866.567.8805
Email Jonathan 


Lorraine Anderson
Senior Registered Client Associate

Phone: 919.881.1048
Email Lorraine

Please refer a friend – they are important

When a family member or friend has questions about their wealth planning, The Bass Foley Group is always happy to meet with them.