Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Brittany Mote

Financial Advisor

My entire career has been dedicated to helping others. I'm passionate about understanding who my clients are, what they want to accomplish, and how I can help them achieve financial goals. My financial services career began with Wells Fargo Bank in 2011 as a teller. Over the years, I've had the opportunity to work in almost every branch position available from teller to management. My strengths were rooted in the affluent segment, where clients have more complexities with their financial needs. In my most recent role, as a Premier Banker with Wells Fargo, I had the pleasure of working with several Financial Advisors who partnered with me towards a common goal of helping clients with their holistic banking needs. Through this time, I was able to learn many things, including acquiring insurance licenses and investment securities registrations, that have helped me get to where I am today. Many of those partners inspired and encouraged me to transition to my current role, as a Wells Fargo Advisors Financial Advisor. I have now found my purpose and am exactly where I'm supposed to be in my career, which is fulfilling. My practice is client-centric and planning based. I believe in a diligent process towards helping clients succeed financially, and advocating for them to achieve life goals. Born in Winston-Salem, NC, raised in Lewisville, NC, and love to still be living in my hometown today. I spend my time outside of work with my husband and our two children.

female financial advisor consulting with client

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.