Jim Ratchford
- Managing Director - Investments
I am a Managing Director – Investments at Wells Fargo Advisors in Charlotte with over 20 years of experience in the financial services industry.
Growing up, my family instilled in me the value of serving others. From this, I knew I wanted to work in a career in which I could help others, and combined with my educational background, being a financial advisor was a great fit for me. I enjoy the relationships I get to build in my role and I’m humbled to be the one my clients turn to as they face life’s many expected and unexpected changes.
I hold a Bachelor of Arts in Economics from Wake Forest University, and I am a CERTIFIED FINANCIAL PLANNER™ practitioner.
I grew up in Charlotte and call it home to this day. My wife, Denise, and I have three boys, Walker, Silas, and AJ. Outside of work, I enjoy working out, and playing pickleball. As a family, we have always enjoyed being involved in trying to make our community a better place. We are members of Westminster Presbyterian Church and have been active members for almost 30 years. In addition, I sit on the Board of Trustees at Providence Day School, and I am also a partner at Social Venture Partners.
Growing up, my family instilled in me the value of serving others. From this, I knew I wanted to work in a career in which I could help others, and combined with my educational background, being a financial advisor was a great fit for me. I enjoy the relationships I get to build in my role and I’m humbled to be the one my clients turn to as they face life’s many expected and unexpected changes.
I hold a Bachelor of Arts in Economics from Wake Forest University, and I am a CERTIFIED FINANCIAL PLANNER™ practitioner.
I grew up in Charlotte and call it home to this day. My wife, Denise, and I have three boys, Walker, Silas, and AJ. Outside of work, I enjoy working out, and playing pickleball. As a family, we have always enjoyed being involved in trying to make our community a better place. We are members of Westminster Presbyterian Church and have been active members for almost 30 years. In addition, I sit on the Board of Trustees at Providence Day School, and I am also a partner at Social Venture Partners.
Contact
Education
- Wake Forest University
Beau Robinson
- Vice President - Investment Officer
I am a Vice President- Investment Officer at Wells Fargo Advisors in Charlotte, NC, with almost 20 years of experience in the financial services industry and hold my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.
In my role, I enjoy simplifying the complexities of the investment planning process for my clients. Through thoughtful conversations and extensive preparation, I create customized strategies designed to help them work toward what is most important to them. It’s a privilege to walk alongside my clients through life changes and challenging markets and help them remain focused and aligned with their financial goals.
Prior to joining the Ratchford Wealth Management Group of Wells Fargo Advisors in 2011, I worked as a Financial Planning Analyst for TIAA-CREF and a Financial Advisor at Merrill Lynch. I strive to help my clients with financial goals ranging from saving for college to planning for retirement.
I graduated from Belmont Abbey College as a business major with a minor in economics, and was a collegiate athlete on their men’s tennis team.
I am a North Carolina native who has called the Cotswold area of Charlotte home since 2002. Away from the office, I live an active lifestyle and stay deeply involved in my community and New City Church of Charlotte. Running, playing tennis, coaching my son’s sports teams, and attending my daughter’s theater performances keeps me busy.
Wells Fargo Advisors does not render tax or legal services.
In my role, I enjoy simplifying the complexities of the investment planning process for my clients. Through thoughtful conversations and extensive preparation, I create customized strategies designed to help them work toward what is most important to them. It’s a privilege to walk alongside my clients through life changes and challenging markets and help them remain focused and aligned with their financial goals.
Prior to joining the Ratchford Wealth Management Group of Wells Fargo Advisors in 2011, I worked as a Financial Planning Analyst for TIAA-CREF and a Financial Advisor at Merrill Lynch. I strive to help my clients with financial goals ranging from saving for college to planning for retirement.
I graduated from Belmont Abbey College as a business major with a minor in economics, and was a collegiate athlete on their men’s tennis team.
I am a North Carolina native who has called the Cotswold area of Charlotte home since 2002. Away from the office, I live an active lifestyle and stay deeply involved in my community and New City Church of Charlotte. Running, playing tennis, coaching my son’s sports teams, and attending my daughter’s theater performances keeps me busy.
Wells Fargo Advisors does not render tax or legal services.
Contact
Education
- Belmont Abbey College
Si Ratchford
As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.
Before entering the financial services industry, I graduated from Wake Forest University with a degree in Economics and worked as an Accounting Manager with Southeast Interior Systems, LLC. Now a Financial Advisor with The Ratchford Wealth Management Group of Wells Fargo Advisors, I take pride in working for a firm that puts you first.
My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. Born and raised in Charlotte, I have been an active member of the local community for all my life. Away from the office, I also enjoy golf, tennis, pickleball, and supporting the Charlotte Hornets and Carolina Panthers.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Before entering the financial services industry, I graduated from Wake Forest University with a degree in Economics and worked as an Accounting Manager with Southeast Interior Systems, LLC. Now a Financial Advisor with The Ratchford Wealth Management Group of Wells Fargo Advisors, I take pride in working for a firm that puts you first.
My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. Born and raised in Charlotte, I have been an active member of the local community for all my life. Away from the office, I also enjoy golf, tennis, pickleball, and supporting the Charlotte Hornets and Carolina Panthers.
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Contact
Education
- Wake Forest University
Luke Abernethy
I am a Registered Client Associate at Wells Fargo Advisors in Charlotte, NC with 4 years of experience in the Financial Services Industry. I graduated from UNC Charlotte with a degree in Finance.
In my role I enjoy servicing our clients and deepening relationships. I strive to maintain an in-depth knowledge of operations and product details behind the scenes.
I am a Charlotte native who has primarily lived around the Olde Providence area. I married my beautiful wife Chloe on May 13th 2023, we started off our life together with an amazing honeymoon in Greece. We are active members of Calvary Church off Rea Road. I enjoy Running, Swimming, Disc Golf and chess. My favorite restaurant in Charlotte is The Fig Tree.
In my role I enjoy servicing our clients and deepening relationships. I strive to maintain an in-depth knowledge of operations and product details behind the scenes.
I am a Charlotte native who has primarily lived around the Olde Providence area. I married my beautiful wife Chloe on May 13th 2023, we started off our life together with an amazing honeymoon in Greece. We are active members of Calvary Church off Rea Road. I enjoy Running, Swimming, Disc Golf and chess. My favorite restaurant in Charlotte is The Fig Tree.