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We welcome the opportunity to learn more about you, hear about your life, and build a plan that supports your goals. Contact us today to hear how we can make a positive impact on your personal and financial life.

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Office

Office: (252) 493-4123
Toll Free

Toll Free: (800) 477-8221
Fax

Fax: (252) 756-8885



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Greenville Office

Greenville Office

695 East Arlington Blvd.
Suite 100
Greenville, NC 27858

252-493-4123
800-477-8221
Wilmington Office

Wilmington Office

6752 Parker Farm Drive
Suite 300
Wilmington, NC 28405

252-493-4123
800-477-8221
Raleigh Office

Raleigh Office

3105 Glenwood Avenue
Suite 302
Raleigh, NC 27612

252-493-4123
800-477-8221
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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 (AZ, CA, CO, CT, DE, FL, ID, IL, MA, MN, MO, NC, NJ, NY, PA, SC, TX, VA, VI, WV, WY). 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.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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