Brittany Mote, CRPC

My entire career has been rooted in helping people, and that guiding purpose has shaped the advisor I am today. I’m passionate about understanding each client as an individual — their values, their vision, and what they hope to achieve — and then building financial strategies that support the life they want to live. For me, wealth planning isn’t just a service; it’s a meaningful collaboration built on trust and clarity.

I began my financial services journey in 2011 as a teller with Wells Fargo Bank. Over the years, I’ve worked my way through nearly every role in the retail banking landscape, from teller to management, gaining firsthand experience with a wide range of client needs. My strengths naturally gravitated toward the affluent segment, where clients often have more complex financial considerations, multi-layered goals, and unique long-term planning challenges.

My most recent role as a Premier Banker allowed me to work closely with Financial Advisors who helped broaden my understanding of holistic wealth management. Through those collaborations — and the investment registrations I earned along the way — I discovered the impact that comprehensive wealth planning can have on clients’ lives. That realization inspired me to transition into my current position as a Financial Advisor with Wells Fargo Advisors, a role that truly aligns with my purpose and feels like the career I was meant to build.

Today, my practice centers on creating thoughtful, personalized investment plans that grow and evolve alongside my clients. I believe successful planning requires more than a single conversation — it’s an ongoing process that adapts as life circumstances, goals, and priorities change. Whether someone is planning for retirement, navigating a major life transition, growing a business, or simply seeking clarity around their financial future, my commitment is to guide them with intention and integrity every step of the way. By offering a single point of contact for investment guidance, insurance solutions, and access to banking and lending solutions through Wells Fargo affiliates, I help simplify what can often feel overwhelming. Clients can expect a planning experience that is structured yet flexible, detailed yet approachable, and always centered around what matters most to them. My goal is to help each client feel confident, supported, and empowered as they move toward the future they envision.

Born in Winston-Salem and raised in Lewisville, I’m grateful to still call this community my home. Outside the office, I love spending time with my husband and our two children — the people who remind me every day why thoughtful planning and strong financial foundations are so important.

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.