Pat Riazzi has been offering his clients a distinctive blend of professional investment counsel and personal service since 1986. He carefully evaluates his clients' investment goals before recommending an investment strategy specifically tailored to their financial needs.
 
Mr. Riazzi is a graduate of Davidson College with a bachelor's degree in economics and was also a captain on the basketball team. He joined Wells Fargo Advisors (formerly Wachovia Securities) as a Financial Advisor in 1986. He has been named a 2020 Wells Fargo Advisors Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. He holds his general securities registration, Investment Advisory Representative, and insurance licenses. In addition, he is entrusted to manage client portfolios with discretionary authority as a PIM Portfolio Manager. Mr. Riazzi also taught investment planning courses at Salem College for many years.
 
Pat enjoys most all sports, especially biking, running and playing tennis. He and his wife, Lori, have four children.

In the financial services industry, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. Since 1986, Joe Rhyne has developed a keen insight into building effective professional and personal relationships. He understands each client's need for investment advice and the corresponding level of service.

Before moving his financial practice to Wells Fargo Advisors (formerly Wachovia Securities), Mr. Rhyne was an Inventory Planner with L'eggs Products for two years. He has been named a 2020 Wells Fargo Advisors Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. He is entrusted to manage client portfolios as a PIM Portfolio Manager. In addition to his general securities registration and insurance licenses, he is also licensed as an Investment Advisory Representative.

Mr. Rhyne earned his bachelor's degree in economics and business administration from North Carolina State University. A former collegiate swimmer and YMCA swimming coach, he held three world records for his 40-44 age group in the 200-, 400-, and 800-meter freestyle and won the 200-meter butterfly and 1,500-meter freestyle events at the U.S. Masters Swimming long-course championship. He remains involved with the local YMCA.  

Joe and his wife, Laurie, have been married for 37 years and enjoy spending time on Kiawah Island with their three adult children and granddaughter.

Danny Riazzi has been a member of the Riazzi Rhyne and Swaim Investment Group of Wells Fargo advisors since 2001. Mr. Riazzi specializes in serving the needs of high net worth clients and telecommunications companies. He offers a disciplined approach to investing – first developing a clear understanding of your investment objectives and risk tolerance, then developing a plan that is tailored to your individual needs.

An Investment Advisory Representative, Mr. Riazzi holds his general securities and managed futures registration, as well as his life, health and long-term care insurance licenses.  He has been recognized as one of Forbes Best-In-State Wealth Advisors* from 2018-2020.
Danny graduated from the University of Dayton where he earned a bachelor’s of business administration degree. He has attended seminars on retirement and education planning. He utilizes Envision® to help clients meet their goals.

Mr. Riazzi is active in the telephone industry where he does volunteer work for FRS and NTCA.  He has served on various boards throughout the years for NTCA. Active in his community, Mr. Riazzi serves as a volunteer for Saint Leo’s School and Samaritan Ministries.  He has also coached various sports at the local YMCA. Danny enjoys running and playing tennis in his spare time. He and his wife, Erin, have four sons. 

* The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion

Sterling Swaim offers his clients a distinctive blend of professional investment counsel and personal service. A member of the Riazzi Rhyne & Swaim Investment Group since 2001, Mr. Swaim is dedicated to helping his clients meet their financial goals. He will take the time to understand each client's unique investment opportunities before developing a plan that is designed to satisfy their unique financial needs. And, through clear communication, he strives to keep his clients' portfolios on track toward their investment objectives.

Before joining Wells Fargo Advisors, Mr. Swaim was the owner of an automotive business in Winston-Salem--a career that allowed him to pay his own way through the University of North Carolina at Greensboro, where he earned a bachelor's degree in business administration. In addition to holding his general securities registration and insurance licenses, Mr. Swaim is also licensed as an Investment Advisory Representative and he is entrusted to manage client portfolios as a PIM Portfolio Manager. He has been recognized as one of Forbes Best-In-State Wealth Advisors* from 2018-2020.

An avid cyclist, Mr. Swaim has competed as a top-level amateur (on the road)--competing in Europe and winning a State Championship. He serves on the Board of Vic Chisholm Racing, Inc., which helps amateurs and junior cyclists achieve their goals in cycling. Mr. Swaim is also chairman of The National Cycling Center, and co-founded The Winston-Salem Cycling Classic & Gears and Guitars Festival held annually in downtown Winston-Salem. Sterling and his wife, Laura, have two daughters, Vivian and Eleanor.

* The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Patrick Rhyne has been providing clients with a comprehensive blend of personal service and professionalism since joining Wells Fargo Advisors in 2015.   He offers a disciplined approach to investing - first by developing a clear understanding of your investment objectives and risk level, then by creating an investment plan specific to those objectives.   
 
Before joining Wells Fargo Advisors, Mr. Rhyne was a Credit Analyst for Wells Fargo Bank in Concord, North Carolina for three years.  This career allowed him to assess companies and gain a broad understanding of the many industries throughout the nation – with a special focus in the telco industry.  In addition to earning his general securities registration and insurance license, Mr. Rhyne is also licensed as an Investment Advisory Representative.  
 
Mr. Rhyne graduated from Clemson University in 2012 with a Bachelor’s of Science degree in Management.   He enjoys most all sports, played club soccer while at Clemson and continues to stay active today by running and playing tennis.  Mr. Rhyne is currently a member of NTCA’s Advisory Council Board, and remains heavily involved in the rural broadband industry.   Patrick and his wife, Amberly, are newly married.   

 

Dawn Boyer's attention to detail and commitment to personal services makes her an indispensable member of the Riazzi Rhyne & Swaim Investment Group. In addition to providing administrative support, she manages account cash requirements, retirement-plan distributions, journal reconciliation and compliance related requests. Mrs. Boyer has held her general securities registration since 1995 and recently celebrated 25 years with Wells Fargo Advisors.

Mrs. Boyer attended St. Mary's College and graduated from North Carolina State University with a bachelor's degree in English. Before joining Wells Fargo Advisors (formerly Wachovia Securities) in 1994, she worked as a senior customer service representative at Southern National Bank for three years. Dawn is an active member of Centenary United Methodist Church and enjoys spending time outdoors with her family.  She and her husband, Dan, have three children.

Since 1987, Shannon Lewis has been supporting Financial Advisors with leading securities firms. Her primary responsibilities for the Riazzi Rhyne & Swaim Investment Group include managing the documentation needed for client services including paperwork relating to retirement plans, insurance products, investment managers, and investment planning. In addition, she coordinates Internet communications and Internet account access for the team's clients.

Ms. Lewis began her career at Legg Mason, where she worked for six years as a receptionist and wire operator. During her tenure she obtained her general securities registration and received a promotion to registered sales assistant. She also worked for more than six years at PaineWebber in a similar role, as well as the positions of branch office administrator and branch technology liaison. She joined the Riazzi Rhyne & Swaim Investment Group in 2000. Shannon and her husband, Mark, have two grown children.

Jodie Daniel is dedicated to helping clients with their financial needs and providing exceptional customer service.  Along with establishing and processing all aspects of new accounts, she is also responsible for servicing existing relationships, which includes maintaining and updating various portfolios and providing timely communications. 
 
Prior to joining Riazzi Rhyne & Swaim Investment Group in 2014, Ms. Daniel worked as a registered client service associate at Ameriprise Financial for seven years, where she obtained both her general securities registration and life insurance license.  She attended Appalachian State University and graduated from the University of North Carolina at Greensboro in 2005 with a bachelor’s degree in Business. She and her husband, Brian, live in Kernersville with their two sons.

Megan Sassone joined Riazzi Rhyne & Swaim Investment Group as a Registered Client Associate in 2021 after working with Wells Fargo Bank for three years as a Premier Banker.  She is passionate about building relationships with her clients and supporting their specific financial goals.  She began her career with Lincoln Financial Group in Life Customer Service where she obtained her securities registration and state life and health license.  She has collaborated with financial advisors for Annuities and Mutual Funds Sales as an Internal Wholesaler both with Lincoln Financial Advisors and AIG SunAmerica. 

Megan graduated from the University of North Carolina at Greensboro in 2010 with a bachelor’s degree in Design.  She and her husband, Daniel, enjoy travelling and spending family time with their young daughter.