Featured Event

Seven Essential End of Year Planning Tips
December 16 • 4pm ET

Learn how new trends may affect the market landscape and your investments for years to come.

McPeak_neil jr.png

Join Neil McPeak, Jr., Senior Vice President – Investment Officer, at the McPeak Wealth Management Group for a discussion on how we are working to take advantage of the dramatic changes and opportunities in the current market environment. By pairing the lessons of the past with innovative new ideas, investors can seek to prosper in the years ahead.

Small- and Mid-Cap Stocks – What are they and where do they fit going forward? • Speaker: Francis Morris, Delaware Funds

November 4 • 4pm ET


The Truth About Long-Term Care • Speaker: Bryan McCabe, CLTC, Lincoln Financial

November 11 • 4pm ET


How to Position Your Portfolio Heading Into 2021 • Speaker: Neil McPeak, Sr., McPeak Wealth Management Group

November 18 • 4pm ET

To register for the Featured Event or for any other November events, please:

Call Us

609-926-7830

Email Us

mcpeakgroup@wellsfargo.com

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MO, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI). 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 and Insurance Products:

  • 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
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

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.

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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX