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Chris Cockerham

Senior Financial Advisor
Vice President - Investments

As a financial advisor, I provide a comprehensive range of investment solutions tailored to each client’s unique goals and circumstances. Whether planning for retirement, funding education, or pursuing other financial milestones, I guide clients in making informed, confident decisions about their investment strategies.

In addition to personalized wealth management and retirement planning, I can offer access to customized lending and banking solutions through our Wells Fargo affiliates.  My mission is to help clients build, preserve, and manage their wealth at every stage of life- preparing for life’s challenges while celebrating its successes.

With more than 19 years of experience in the financial services industry, and FINRA Series 7 and Series 66 registrations, I bring both expertise and a deep commitment to client service.

I am a lifelong North Carolina resident and currently live in Mebane, NC.  I honorably served in the United States Marine Corps from 1991 to 1995, an experience that instilled discipline, integrity, and a lifelong dedication to service. Outside of work, I enjoy staying active at the gym, hiking, exploring local restaurants, and traveling. Most of all, I value time spent with my wife, Sherri, our three children and their spouses, and our two grandchildren.

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