As co-founder of Sugg ● Owen Private Wealth Group of Wells Fargo Advisors, Sam leads a diverse team of 13 professionals with a multitude of expertise and talent to deliver comprehensive wealth management to multigenerational families, corporate executives and entrepreneurs. His mission is to provide objective and timely financial advice to help build, protect, and preserve wealth. 

With more than 30 years in the financial services industry, Sam has built his wealth management practice with core values of trust, integrity, partnership, and accountability. He brings a comprehensive breadth of investment knowledge, as well as access to the resources of Wells Fargo Advisors.

Sam received his bachelor's degree in History from the University of North Carolina at Chapel Hill. With an emphasis on continuing education, he is a CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards, Inc. (CFP Board).

Sam resides in Raleigh, NC with his wife and they are the proud parents of a grown daughter. He remains active in many civic and philanthropic organizations. He has served in leadership roles on the boards of the Methodist Home for Children, the Green Chair Project, Triangle YMCA, the North Carolina Symphony, and UNC Chapel Hill Board of Visitors.

Greg is a co-founder of Sugg ● Owen Private Wealth Group of Wells Fargo Advisors. His vision is to partner and coach a team of professionals with a multitude of expertise to deliver comprehensive wealth management to multigenerational families, corporate executives, and entrepreneurs. His mission is to bring structure and simplicity to his clients’ complex financial lives. 

Greg’s interest in financial services began more than 30 years ago as an undergraduate when he studied accounting at North Carolina State University. Later in his career as a corporate banker, he became fascinated with how business decisions were made, driven as much by family dynamics as financial and economic fundamentals.  Greg attained his CERTIFIED FINANCIAL PLANNER™ designation to continue his professional development and now has more than 20 years’ experience helping advise clients with investing, planning, legacy, and other highly specialized services.

Greg’s approach is to listen and learn what his clients value, guiding them through a thoughtful process of identifying and balancing risk and reward that is appropriate for their unique circumstances.

Greg is from Fayetteville, NC and now lives in Raleigh with his wife and they have two grown sons. He is active in the community, participating in his church and on many organizations that promote youth leadership, community service and family values.

Stuart began his career in the financial services industry more than 40 years ago as a commercial lender. While he enjoyed providing services and advice to businesses, he felt more fulfilled helping the individuals and families who owned those businesses, which inspired him to become a Private Wealth Advisor.

Having spent his summers working on his family farm, Stuart learned the value that comes from hard work and achieving optimum results through the right tools, approach, and ethics. He carries those lessons to this day, living The Golden Rule by treating and guiding his clients’ wealth as if it was his own.

Stuart believes a higher purpose can be achieved through a team approach, which is why he leverages the knowledge of specialists in their respective fields to help clients meet their lifetime goals.

Stuart has been married to his wife, Katie, for 39 years, and they have two sons who both live in the Raleigh area. An alumnus of UNC Chapel Hill, Stuart is a college sports enthusiast, holds season tickets for the Durham Performing Arts Center, and frequently volunteers for the Moore County Habitat for Humanity.

NMLSR ID 511434

For Evans, successful wealth management isn’t about chasing returns. It’s helping his clients overcome the worry and doubt his clients feel so they can fully enjoy the present — and feel optimistic about their future.

Every day, he sets out to create freedom and flexibility in his clients’ lives so they can experience what brings them joy.

Evans began his career at a credit union, answering calls to help members with everything from balancing a checkbook to applying for a mortgage. These experiences opened his eyes to how many people need guidance with their investments and finances.

Today, as a Private Wealth Financial Advisor, his mission is to help families take control of their financial lives. He enjoys learning what motivates his clients, building their confidence and helping manage their substantial wealth to shape their legacy.

Evans is committed to serving his community and is an active member of Wrightsville Beach United Methodist Church.

On weekends, you will find him on the water around Wrightsville Beach or at youth sporting events. He lives in Wilmington, NC with his wife Emily and three children, Van, Jean Margaret and Abe.

In her role as Senior Financial Advisor, Emma helps build, manage, preserve and transition wealth for a select group of individuals, families and institutions.

Emma starts her investment planning process by leaning in and learning how her clients want to experience their future, while factoring in their current situation and past experiences. In this way, she can best advise them in the holistic picture of their wealth.

Emma uses a comprehensive approach to build and transition clients’ intergenerational wealth by focusing on the four cornerstones of wealth management:

• Investments
• Liability Management
• Risk Management
• Estate Investment Planning

She presents individualized strategies that are free of bias, cost-effective and that she believes will work in her clients’ best interests. She seeks continuous improvement and recommends adjustments when changes occur: Either in her clients’ lives, the market, or tax law (in coordination with their tax professionals).

Emma received her Bachelor of Economics degree from Sewanee: The University of the South. She lives in Raleigh with her husband, Julian, and their two daughters.

NMLS ID: 1048167

Wells Fargo Advisors is not a legal or tax advisor

Bill is proud to be providing multi-generational guidance to the same people and families now as he did when he first started in the industry 45 years ago. His steadying hand and long-term strategic planning focus have proven invaluable to clients during the boom-and-bust cycles of the past four decades.

After graduating in 1978 from Campbell University with a degree in Business Administration and Trust Management, he worked for the US Treasury Department as an Examiner with the Comptroller of the Currency in Memphis, Tennessee for two years. He then achieved his goal of working for Wachovia Bank, where he served as Sr. Trust Officer and Regional Trust Officer before he was appointed as Resident Director of Merrill Lynch in Durham, North Carolina.

In 2017, Bill joined Wells Fargo Advisors as part of the Private Bank Hub in Raleigh, where he works with highly-skilled investment, tax and planning professionals to serve those with complex wealth needs.

Bill believes his ability to set realistic outcomes, help clients state and prioritize their goals, as well as his adherence to the principles of financial stewardship are responsible for his trusted reputation in this specialized profession.

In her role as a Private Client Financial Advisor, Laura delivers a full range of investment planning strategies tailored to your unique needs. Laura strives to enhance each client's financial well-being by guiding them in building, preserving, and transferring wealth. Laura works closely with families, executives, and business owners to optimize the impact their money has in their lives - during their working years, in retirement, and for their future generations. Laura first works to understand her client's value’s, goals, and financial positions and listens to what they hope their money can accomplish. 

Using Wells Fargo's Investment Institute and robust planning tools, Laura provides options and helps her client choose your best path forward. She then implements the plan and continues to monitor it for success, adjusting the strategy to life events and changes as needed. A hallmark of her approach is white-glove service and seamless coordination with clients' accountants and attorneys, ensuring continuity in the execution of their long-term investment planning.

Prior to joining Wells Fargo Advisors, Laura worked for Live Oak Private Wealth, a registered investment advisory, where she was the Head of Strategy. Prior to Live Oak, Laura was Director of Investor Relations for two multi-family investment offices. Laura began her career at The Carlyle Group, a global investment firm, as a member of their investor relations team. Laura graduated magna cum laude from Vanderbilt University in 2005.

Laura is married to her husband, Ryal, and has two children, Hanlon and Wood. In her spare time, she enjoys cooking, traveling, and spending time on the water with her family.

As a Senior Financial Advisor, Doug utilizes a long – term investment planning approach to help clients build wealth and realize their goals. Doug works with successful families, executives, and business owners and coordinates with their accountants and attorneys to ensure a comprehensive approach to wealth planning. His mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building, preserving, and transferring wealth for his clients.

Doug has almost a decade of experience working in financial services. Before joining the Sugg – Owen Private Wealth Group of Wells Fargo Advisors, he worked for the last 3 years as an advisor with J.P. Morgan. Prior to J.P. Morgan Doug was a financial advisor with UBS Financial Services in Charlotte, NC.

Doug graduated from Woodberry Forest School before earning a bachelor’s degree in business administration from North Carolina State University. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, Doug had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. He also holds the FINRA 7 and 66 registrations as well as Variable Annuity, Life, Health and Long-Term Care insurance licenses.

Originally from Beaufort, Doug now resides in Raleigh with his wife Allie and their son Walt. He is active in his community and is a member of White Memorial Presbyterian Church. An avid outdoorsman and Eagle Scout, in his free time Doug enjoys golfing, fishing, and taking trips back home to the coast.

For Courtney, estate planning is a family thing in more ways than one.

She learned firsthand how vital investment planning is to wealth preservation from her uncle, who is a Estate Planning attorney. Their bond inspired her to pursue a career in financial services.

After earning her B.A. from the University of North Carolina at Chapel Hill and JD from Campbell University School of Law, she worked as a Trust Officer and Trusts and Estates Attorney. But she soon realized she could make a bigger difference as a wealth manager. By forming lasting relationships with clients, she helps deliver tailored investment and estate planning services throughout their lives.

Today, Courtney’s found her calling as the “go-to” coordinator for multi-generational families who want to simplify the complexities their wealth presents.

Though she is not currently practicing, her legal background plays an important role in her daily responsibilities as she reviews estate plans, Trust documents and answers consequential questions for her clients. She also serves as the liaison between client CPAs and Estate Planning Attorneys to ensure all parties are fully informed and involved.

A native of Elizabeth City, NC, Courtney enjoys spending time at Nags Head with her family, reading historical fiction and training her dogs Poppy and Louie.
 

Wells Fargo Advisors is not a legal or tax advisor

As a Private Wealth Financial Consultant, Morgan works closely with high net worth and ultra-high net worth clients and families to develop and implement investment plans and strategies for accumulating and preserving wealth, while helping them build confidence in their financial goals and objectives.

Morgan uses eMoney®, one of the industry’s top planning software, to help clients make informed financial decisions through an interactive and collaborative planning process to establish personalized goals and build comprehensive plans tailored for her clients by aligning their investments and objectives. As needs and goals evolve, she can model and simulate multiple scenarios that provide potential assumption and asset allocation impact as well as provide funding status and probability of success for individual and overall goals.

Her comprehensive and holistic approach to wealth management includes cash flow planning and analysis, Envision's Monte Carlo simulation, retirement planning, estate planning strategies and everything in between.

Morgan is proof that preserving and extending a legacy is not just defined by the wealth or estate one leaves for their family. One’s legacy can be made of intangibles - their core values, ethics and philanthropic interests they wish to pass on to the future generations. Morgan attributes her strong work ethic to her father, a successful former business owner and respected member of his community, who still balances his checkbook by hand every month. These values inspired Morgan to obtain the CERTIFIED FINANCIAL PLANNER® practitioner designation from the CFP® Board of Standards, Inc., which mandates completing approved educational programs, passing rigorous examinations, and meeting stringent experience requirements. Morgan also holds both B.A. and B.S. degrees from East Carolina University and has obtained her FINRA Series 7 and 66 registrations.

Morgan and her husband live in Raleigh, NC with their two children, Thompson and Sayers.


IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

Wells Fargo Advisors does not provide legal or tax advice. 

Know this: When you work with Michelle, you will always be valued and heard.

As a Senior Client Associate, Michelle devotes her time to building strong client relationships by delivering personalized, white-glove service to fit each client’s individual needs. 

Prior to joining the firm, Michelle was a Wealth Client Specialist with Truist Wealth, where she worked with high-net-worth and ultra-high-net-worth clients. She began her financial services career as a Relationship Banker with Truist, where she discovered a deep sense of purpose in finding opportunities and solutions to help her clients achieve financial confidence.

Michelle earned her Bachelor of Arts in Anthropology from the University of North Carolina at Chapel Hill. Michelle is insurance licensed and holds FINRA Series 7, 63, 65 securities registrations.

Outside of the office, you will find Michelle and her husband, Edson, cheering on the Carolina Hurricanes, in their Broadway season seats at the Durham Performing Arts Center, looking for good eats in the Triangle area, or hiking with their Husky mix, Azul.   

Lindsey gives every client the care and consideration she would want her mother to receive.

She began her financial career as a bank teller before being promoted to Personal Banker and eventually Service Manager. Along the way, she discovered her passion for educating and coaching others and displays this warmth whenever possible. As Senior Wealth Brokerage Client Associate, Lindsey’s primary responsibility is moving things forward, efficiently.

She enjoys coordinating services, facilitating our team’s expertise, answering questions and demonstrating how the convenience of financial technology can make clients’ lives easier.

In her free time, Lindsey practices martial arts with her son, hikes with her dog and experiments with new recipes in the kitchen.

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Guided by a passion for nurturing long-term relationships, Debra is on the front lines delivering a positive client experience. An industry veteran since 1997, she previously served as a Trust Administrative Assistant, where she gained valuable knowledge about preserving family legacies through proper investment planning.

Debra joined Wells Fargo in 2017.  She provides exceptional service to clients by educating them and constantly collaborates with our team to find appropriate, holistic investments to maximize wealth. She also maintains her Series 7 and 63 FINRA registrations.
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A resident of Durham, she roots for the Blue Devils and enjoys traveling to new destinations, renovating homes, working in her yard and spending time with her family and friends.