As a Senior Financial Advisor, my mission is to help clients make informed, confident decisions that support their long‑term financial well‑being. Whether the goal is retirement planning, wealth preservation, or education funding for future generations, I work with clients to develop and implement thoughtful, customized investment strategies designed around their unique objectives.

I began my career in financial services in 1996 when I joined Interstate Johnson Lane. Throughout a series of mergers over the years, including Wachovia, First Union, Prudential, A.G. Edwards, and ultimately Wells Fargo Advisors—I have remained committed to serving my clients with consistency, integrity, and a long‑term perspective.

Prior to entering the financial industry, I spent 12 years with Burlington Industries as a Manager in the Menswear Division. Burlington recruited me in 1984 during on‑campus interviews, shortly before I graduated from East Carolina University with a B.S. in Industrial Management. During my time there, I continued my education and earned my MBA from Gardner‑Webb University. My personal interest in investing grew steadily during these years and ultimately led me to pursue a career as a financial advisor.

Now serving as Managing Director – Investments from our office in Shelby, NC, I continue to take great pride in helping clients navigate the complexities of today’s financial landscape. Over the past 30 years, I have built long‑standing relationships founded on trust, communication, and a shared focus on achieving financial goals. I take a hands‑on, collaborative approach and welcome conversations about investment ideas, strategies, and evolving needs.

Effective investment planning is a continual process—not a single event. As life circumstances and market conditions change, I work closely with clients to adjust strategies to help keep their investment plans aligned with their goals. My commitment is to serve as a long‑term partner in their financial journey.

I am also deeply engaged in my community and have been active in several local civic and church organizations. Originally from Goldsboro, NC, I have lived in Rutherfordton, NC for the past 35 years with my wife, Debbie. We are proud parents of two sons—Matthew (married to Clair) of Belmont, NC, and Paul of Washington, DC—and grandparents to two wonderful grandchildren, Davis and Lela Clair.

Wells Fargo Advisors, a part of Wells Fargo & Company, provides a broad range of advisory, brokerage, and asset‑management services nationwide. Through access to extensive resources, including market analysts, portfolio managers, and planning specialists, I am able to deliver informed guidance and solutions to help clients pursue what matters most to them.

 

As a financial advisor with 30 years of experience, Phil Haydon understands the unique challenges and aspirations of high-net-worth individuals. Having navigated numerous market shifts and periods of uncertainty, Phil offers a steady hand and forward-thinking perspective. His commitment to early adoption of goals-based planning tools allows him to deeply understand client objectives, leading to tailored strategies that proficiently uncover tax-saving opportunities and control risk, all designed to safeguard and grow significant wealth for generations. Phil's dedication and expertise have been recognized with him receiving the distinction of 2025 Wells Fargo Advisors Platinum Council.

Beyond his professional commitments, Phil and his wife, Nicole, have been active members of the Shelby community for 25 years, where they are raising their two daughters, Alexandra and Abigail. The Haydon family are also proud members of Shelby Presbyterian Church.

Sheila Daves-Dobbins is a Senior Registered Client Associate with more than 25 years of experience in the wealth management industry. She holds Series 7 and Series 63 securities registrations and is recognized for delivering exceptional client service grounded in trust, precision, and long-term relationship building.

 

In recognition of her dedication and outstanding performance, Sheila was most recently honored as a *2025 Wells Fargo Advisors Platinum Client Associate, a distinction that reflects her commitment to excellence and client care.

 

In her role, Sheila provides comprehensive sales and service support to Financial Advisors and their clients, helping ensure a seamless, responsive, and highly personalized experience. She is deeply passionate about her firm’s mission and takes great pride in fostering meaningful client relationships while supporting their financial goals.

 

Outside of the office, Sheila enjoys summer gardening, walking, hiking, and camping with her family. She and her husband, Chris, reside in Ellenboro, NC, with their daughter, where they enjoy an active and family-centered lifestyle.

 

*The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Lacey Beam's professional journey in finance began after earning an Associate's Degree in Office Administration, which provided a strong foundation for her initial role at a local bank. There, she gained extensive experience in banking operations and client relationship management.

Seeking new challenges and opportunities for growth, Lacey joined Wells Fargo Advisors in 2019. Over the past six years, she has expanded her expertise and professional qualifications by earning her FINRA Series 7 and Series 66 securities registrations. These credentials enable her to provide specialized support and valuable insights within the investment advisory industry.

In recognition of her dedication, professionalism, and outstanding performance, Lacey was honored as a Platinum Pinnacle Client Associate in the 2026 Wells Fargo Advisors Platinum Recognition Program.

Outside of her professional career, Lacey has been happily married for 15 years and is the proud mother of a 13-year-old son and a 12-year-old daughter. She and her family are also dedicated foster parents, committed to providing a safe, supportive, and nurturing home for children in their community. This passion extends to her volunteer work with Least of These Carolinas, a nonprofit organization that supports foster families throughout the region. Lacey and her family are also active members of Pleasant City Church.


* The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants.