James E. Larsen, CFP, AAMS

Senior Vice President - Investment Officer

About

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Location  

We’re conveniently located. Give us a call or stop by.

Meet Our Team

James E.Larsen, AAMS®, CFP®

Senior Vice President - Investment Officer

Phone: 704.553.6354
Email: james.larsen@wfadvisors.com
I work with a select group of clients to build, manage, preserve and transition their wealth. Wealth Management encompasses:

-          Investments

-          Liability Management

-          Risk Management utilizing insurance & asset protection strategies

-          Estate Planning Strategies

 

Listening may be a lost art, but it's the foundation upon which all my client relationships are based. I listen to understand my client's current situation, their past experiences and their goals and objectives for the future. With the information my clients share with me, I develop wealth management strategies to help my clients meet their objectives. My mission is to always give advice that is objective, unbiased and cost-effective. I review and evaluate the progress of their plans, making adjustments for material changes in market conditions, tax laws or changes in their lives.

 

I am a practicing Certified Financial Planner™ trained on integrated financial topics including:

-          Portfolio Theory & financial strategies

-          Insurance planning & risk management

-          Retirement & employee benefit planning

-          Estate & Trust planning

 

I exercise my judgment with care, skill and caution and draw upon the intellectual capital of fellow professionals to meet all of the complex investment and wealth management needs of my clients. Developing trusting, client-centered relationships is both my passion and priority. Helping clients address the financial challenges and opportunities they face is my focus. Watching my clients enjoy the benefits of sound financial decision-making is a continual source of pride and enjoyment. That's my life's work:  building, managing, preserving and transitioning wealth for my clients.

CA Insurance License Number: 0F42201. Resident State NC

Trust Services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Elizabeth Rogers

Senior Registered Client Associate

Phone: 704.553.6354
Elizabeth is a Senior Registered Client Associate with Wells Fargo Advisors.  She began her career in the financial services industry over twenty years ago with Raymond James.  She has served multiple roles, including database management and most recently as an investment consultant.   She joined Wells Fargo Advisors in 2017.  Elizabeth is responsible for all operational support and is committed to providing exceptional service and support to our clients.

Elizabeth lives in Belmont NC with her two daughters, Sarah and Rebecca; Border Collie, Sam; barn cat Castiel, and eight hens.  In her spare time, she enjoys hiking and gardening.

CA Insurance License Number 0M35888.  Resident State of NC
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More
Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, FL, GA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.