William Haugen, CFP

Focus Don provides comprehensive investment planning. When a working relationship is developed, he can work with you to help achieve your goals. Background and experience For over five decades Don has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Don has dedicated his career to delivering the personalized investment planning services his clients deserve. Don began his career as a Financial Advisor in 1969 with Bache and Company in Charlotte, where he developed his fundamental investment knowledge. In 1987, Don earned the CFP certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. He joined Interstate Johnson Lane, a predecessor firm of Wells Fargo Advisors, in 1990 to take a team approach in providing personalized financial advice for individuals and families. Don grew up in New Hampshire and attended New England College where he earned a bachelor's degree in business administration. After college, he settled in Charlotte NC and after meeting his wife moved to Morganton in 1990. Away from the office Don spends his free time with his wife, Susan Haugen, a recently retired Senior Client Associate with Wells Fargo Advisors, and their three daughters and seven grandchildren. They like to travel and especially enjoy spending time on their farm in North Dakota. Don is also a Board member of the Morganton Downtown Development Association. Don especially enjoys his car collection and can often be found working on his latest car project.