Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Brian Snyder
- CFP
- SE-AWMA
Biography
Brian is a CERTIFIED FINANCIAL PLANNERTM Professional and the manager of the Chapel Hill and Durham, NC markets for Wells Fargo Advisors. He enjoys getting to know families and helping them make informed decisions with their finances. He brings passion to every conversation with the goal of providing confidence regarding their individual situation.
Qualifications
Away from the office
On the weekends, you can often find Brian at a local park playing a game with his children. He enjoys everything outdoors and is thrilled to meet up for a morning trail run, game of tennis, or round of golf. He is a huge Tar Heel and part-time Gator and loves cheering on both athletic programs with friends.
Brian is a CERTIFIED FINANCIAL PLANNERTM Professional and the manager of the Chapel Hill and Durham, NC markets for Wells Fargo Advisors. He enjoys getting to know families and helping them make informed decisions with their finances. He brings passion to every conversation with the goal of providing confidence regarding their individual situation.
Qualifications
- CERTIFIED FINANCIAL PLANNERTM Professional
- Sports & Entertainment Accredited Wealth Management AdvisorSM
- University of Florida – Masters of Business Administration (MBA)
- University of North Carolina at Chapel Hill – BA
- Over a decade in various leadership roles
- Registrations: Series 7, 66, 24, 9, 10, 4, 53, 3
Away from the office
On the weekends, you can often find Brian at a local park playing a game with his children. He enjoys everything outdoors and is thrilled to meet up for a morning trail run, game of tennis, or round of golf. He is a huge Tar Heel and part-time Gator and loves cheering on both athletic programs with friends.
Contact
Brandon Lawrence
- CFP
- CRPC
Biography
Brandon is a CERTIFIED FINANCIAL PLANNERTM Professional and Chartered Retirement Planning CounselorSM. He is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. Brandon takes pride in building long-term relationships and puts the client’s needs first. His mission is to help each one of his clients plan for a financial future in a way that best meets their goals.
Qualifications
Away from the office
Brandon’s family has lived in the Chapel Hill area for several generations and he is an active member of Merritt’s Chapel UMC near Jordan Lake. He enjoys playing golf, riding ATVs, cheering on the Carolina Hurricanes, and spending time with his wife Becky and two children.
Brandon is a CERTIFIED FINANCIAL PLANNERTM Professional and Chartered Retirement Planning CounselorSM. He is dedicated to helping individuals develop financial and investment strategies that line up with their needs, goals and risk tolerance. Brandon takes pride in building long-term relationships and puts the client’s needs first. His mission is to help each one of his clients plan for a financial future in a way that best meets their goals.
Qualifications
- CERTIFIED FINANCIAL PLANNERTM Professional
- Chartered Retirement Planning CounselorSM
- East Carolina University – B.S. Business Administration
- Registrations: Series 7, 66
- Insurance Licenses: Annuities, life, health, long-term care
Away from the office
Brandon’s family has lived in the Chapel Hill area for several generations and he is an active member of Merritt’s Chapel UMC near Jordan Lake. He enjoys playing golf, riding ATVs, cheering on the Carolina Hurricanes, and spending time with his wife Becky and two children.