Marc H. Verner, CFP, CRPC

Senior Financial Advisor
Senior Vice President - Investments

Phone Number

(336) 545-7115

As a CERTIFIED FINANCIAL PLANNER® professional with Wells Fargo Advisors, I focus on designing long term financial solutions for individual investors, business owners, trusts and charitable organizations.  My expertise includes asset management, tax mitigation strategies, and estate planning strategies.  As a CFP® professional, I am committed to upholding the CFP Board's highest ethical standards.


Contact me at 336-545-7115 to schedule a consultation to discuss your goals and a plan for your financial future.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.[MH1] 

Certificates

CFP, CRPC

Education

  • Wake Forrest University
  • West Virginia University
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