Meet The Team

As a Private Wealth Financial Advisor, Stephanie works with individuals and families to help simplify the complexities of managing significant wealth.

For nearly 25 years, Stephanie has helped clients achieve their financial goals and objectives. By identifying financial objectives and prioritizing goals, she creates a strategic plan uniquely designed to help build, manage, preserve and transfer  wealth to the next generation. Stephanie’s passion and commitment is on cultivating deep relationships with clients.  These close relationships serve as the foundation for delivering personalized wealth management planning services.

Stephanie joined Wells Fargo Advisors in 2014 to offer a more comprehensive suite of investment and planning solutions. Stephanie focuses on the full cycle of wealth management including accumulation, preservation and distribution of assets. She is a Certified Private Wealth Adviser^® (CPWA^®) and a CERTIFIED FINANCIAL PLANNER^TM professional.

Stephanie was named to the Forbes Top Women Wealth Advisors Best-in-State for 2022, 2023 and 2024. 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 (Source: Forbes.com). 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 https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

Stephanie was also selected as Forbes Best-in-State Wealth Advisor for 2022, 2023 and 2024. 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 (Source: Forbes.com). 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 https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

Away from the office, Stephanie is deeply passionate about her family, her hobbies and her philanthropy — it’s a shared view that unites all of the professionals at The Bass Foley Group of Wells Fargo Advisors.

A strong advocate for education, Stephanie supports Campbell University, where she is on the Presidential Board of Advisors and her alma mater, the North Carolina School of Science and Mathematics. Stephanie graduated from Northeastern University with a B.S. in Business Administration and History minor.

Stephanie is a member of the UNC Children’s Hospital Board of Advisors as well as a member of the Board of Directors for Dress for Success of the Triangle. A native of Lumberton, she lives with her husband, Wil, and teenage daughter, Katie, in Clayton. They enjoy spending time at Holden Beach. She and her family are  active members of Horne United Methodist Church. Outside the office, Stephanie enjoys exploring the world, boating, reading and tennis.

Insurance licensed in the following states: NC, FL, KY, MA, MD, MN, MO, SD, TX  (Lic. # 40569399)


CA Insurace license # 0F50535. Resident State, NC.

As a Private Wealth Financial Advisor, Jonathan helps individuals and families make proactive investment decisions in a disciplined and well-thought-out manner.

 

Jonathan helps high-net-worth clients achieve financial goals that are aligned with their own desires and aspirations. He helps to educate and empower, so that families can make the right financial decisions at the right time. With proactive planning, Jonathan can not only help clients prepare for the “what ifs” of life, but he can also help them take advantage of the potential opportunities and help avoid the obstacles.

With more than 20 years of experience, Jonathan can develop tailored strategies to help minimize taxes, protect assets, maximize growth and transfer wealth. As a Private Wealth Financial Advisor, Jonathan uses advanced knowledge and sophisticated techniques to address the wealth management needs of clients with significant wealth.

Jonathan was named to the Forbes Best-In-State Wealth Advisors ranking in 2022, 2023 and 2024. 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 (Source: Forbes.com). 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  https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

Raised in Charlotte, Jonathan has lived in Raleigh since 1995. He earned a B.S. in Business Management with a Finance concentration at North Carolina State.

He and his wife, Stephanie, stay active as the proud parents of three school-aged children: Parker, Conner and Taylor. Passionate about giving back to the community, Jonathan has served on the Board of Directors and as Chairman of the Endowment at The Carying Place, an organization whose mission is to help homeless working families achieve independent living. Currently Jon is serving on the Development Committee at the Food Bank of Central & Eastern NC.  In his spare time, he enjoys playing golf, hiking and being a dad.

Insurance licensed in the following states: NC, FL, KY, MA, MD, MN, MO, SD, TX (Lic. # 40481461)

CA Insurance License Number: 0I69629.  Resident State NC.

In her role as Senior Registered Client Associate, Cindy works with clients on a day-to-day basis and takes care of all administrative and trading needs.

Registered since 1998, Cindy helps to ensure that the team’s administrative, trading and operational needs are handled accurately and quickly. Cindy supports the team on a day-to-day basis extending her services to clients and their families. She is happy to answer questions.

Cindy earned a B.S. degree in Business Administration from Ambassador University. She lives in Cary with her husband, Jim. They both enjoy exercising, cooking and spending time with their two children, Lauren and Jimmy.

As Senior Registered Client Associate, Lorraine provides the specialized care and personalized attention that defines The Bass Foley Group’s concierge service.

Lorraine is a retired elementary school teacher who discovered a passion for finance and became registered as a Client Associate in 2007. She is an operational specialist providing the highest level of customer service. Lorraine is also a Team Leader helping train and guide other Client Associates.


CA Insurance License Number 0H53026 and Resident State (NC)

As a Marketing Client Associate, Sarah coordinates the team’s special events, helps prepare for client meetings and facilitates the team’s client communications.

Sarah joined Wells Fargo Advisors in 2019. She works with all members of the team to manage the marketing and communications needs of the team. Sarah brings a superior level of client service commitment to everything she does.

Sarah earned an Associates Degree in Business Management from Louisburg College. She and her husband, Dean, live in Shallotte, NC. They have two children, Zach and Abbie. Sarah enjoys the beach, camping and volunteering with the Girl Scouts.