As co-founder of Sugg ● Owen Private Wealth Group of Wells Fargo Advisors, Sam leads a diverse team of 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 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 Owen is the co‑founder of Sugg ● Owen Private Wealth Group of Wells Fargo Advisors. As trusted advisors, the team is dedicated to bringing clarity, structure, and simplicity to our clients’ complex financial lives.

Greg’s advisory philosophy centers on truly understanding what matters most to his clients. He guides them through a disciplined and collaborative process designed to balance risk and reward in accordance with their unique goals, values, and circumstances. He leads a diverse team of experienced professionals to deliver comprehensive wealth management for multigenerational families, corporate executives, and entrepreneurs. Greg’s mission is to provide objective, timely, and thoughtful advice.

Greg’s interest in financial services began more than 30 years ago while earning his accounting degree from North Carolina State University. His career later expanded into corporate banking, where he developed a keen appreciation for the ways financial decisions are shaped not only by numbers and markets, but also by family dynamics and personal priorities. Greg earned the CERTIFIED FINANCIAL PLANNER® designation to deepen his technical foundation and now brings more than two decades of experience advising clients on investment management, wealth planning, legacy strategies, and other specialized wealth services.

Originally from Fayetteville, North Carolina, Greg now lives in Raleigh with his wife, and they are proud parents of two grown sons. He remains actively involved in the community—serving as a deacon in his church and supporting organizations dedicated to youth leadership, community service, and strengthening families.

Stuart Strickland began his career in financial services more than 40 years ago as a commercial lender. While he valued the opportunity to support businesses, he found his true fulfillment in guiding the individuals and families behind those enterprises. That passion led him to become a Private Wealth Financial Advisor, where he could help clients make confident, long‑term decisions about their personal wealth.

Growing up working summers on his family’s farm, Stuart learned early the importance of hard work, using the right tools, and doing things the right way. Those lessons shaped his philosophy and continue to guide his approach today. He lives by The Golden Rule—treating and advising on his clients’ wealth with the same care and integrity he applies to his own.

Stuart believes the best outcomes come from teamwork. He draws on the expertise of a broad network of specialists to help clients pursue their goals and build a secure financial future with clarity and confidence.

Stuart has been married to his wife, Katie, for 42 years, and together they have two sons who are thriving in their careers. A proud alumnus of UNC Chapel Hill, he is an avid college sports fan and frequently attends Tar Heel athletic events. In his free time, Stuart also enjoys being a season ticket holder for the Carolina Hurricanes and attending performances at the Durham Performing Arts Center.

Vicki Epley is a senior financial advisor located in Asheville, North Carolina. Vicki works with high and ultra-high net worth families and institutional clients to understand their complex financial needs, and then coordinates a team of specialists through Wells Fargo affiliates to provide the clients with wealth management solutions, including investment management, trust and estate strategies, wealth planning, private banking, and custom lending.

Since joining Wells Fargo 39 years ago, Vicki has held roles in branch management, consumer banking administration and investment management. She joined Wealth and Investment Management as a relationship manager for Private Bank clients in 1999. She has spent her entire financial services career in Asheville, but also serves client relationships throughout the United States.

After many years of serving multi-generational families, corporate executives and business owners, Vicki firmly believes that having a well thought out wealth plan is a necessity for her clients. This conviction led her to obtain the CERTIFIED FINANCIAL PLANNER® professional designation in 2003, and she is also a member of the Financial Planning Association™.

Vicki earned a Bachelor of Arts in Business Administration with a double major in History from Furman University in Greenville, SC. She is a resident and native of Asheville and is married to her high school sweetheart. They have one adult daughter. She enjoys entertaining friends and family, playing golf, and travelling.

Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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 strategies 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 help 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 Client Performance Analyst, Morgan serves as the Lead Wealth Planner and eMoney specialist for the Sugg Owen Wealth Group of Wells Fargo Advisors. In this role, she partners closely with high-net-worth and ultra-high-net-worth clients and families to develop and model comprehensive wealth plans and strategies built to align with each client’s unique needs, goals and priorities. Her work centers on helping clients accumulate, protect and enhance their wealth while guiding them toward the financial outcomes that matter most to them.

In her role as Lead Wealth Planner, Morgan leverages eMoney®, which is widely regarded as the leading planning software in the industry. Using this interactive technology, she engages deeply with clients to understand what matters most to them and establish meaningful goals for their wealth and legacy. She then builds a fully client-driven, comprehensive plan tailored to their priorities and unique circumstances, continually reviewing and refining the plan as their lives and needs evolve. As goals shift over time, she utilizes real-time scenario modeling to illustrate how changes in assumptions, cash flow, or market conditions may impact asset allocation, tax implications, retirement timing, goal funding, and long-erm probability of success. Through this collaborative and insight-rich approach, she empowers clients with clarity and confidence at every stage of their financial journey.

Her approach to wealth management is both comprehensive and holistic, encompassing cash-flow analysis, tax planning strategies, Monte Carlo simulations, retirement planning, estate and wealth transfer planning strategies, and business succession planning integrating equity-based compensation considerations, such as stock options, and a wide range of additional financial considerations tailored to the client’s individual needs and circumstances.

Morgan believes that a lasting legacy is shaped not only by financial assets and a strong balance sheet, but also by the values, principles, and philanthropic commitments loved ones choose to pass on to the next generation. She credits her strong work ethic and love for planning to her father—who is a self-made man, successful business owner and highly regarded figure in the community, he remains a mentor to her all while being her most steadfast champion – never missing his weekly ritual of balancing his checkbook by hand every Sunday before family dinner. Inspired by these core values, Morgan earned the CERTIFIED FINANCIAL PLANNER® designation from the CFP® Board of Standards, Inc., having completed extensive education, rigorous examinations, and stringent professional experience requirements. She also dual-degreed holding both B.A. and B.S. degrees from East Carolina University and maintains her Series 7 and 66 licenses.

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


About Monte Carlo Simulation: 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.

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 the office, Michelle enjoys cheering on the Carolina Hurricanes with her husband, Edson, spending quality time with their son, Thiago, discovering new Triangle eateries, and hiking local trails with their Husky mix, Azul. 

Lindsey finds it important to give every client the care and consideration she would want her family to receive.  She recognizes that sophisticated clients have complex needs and she strives to make it easy for them to conduct their business and build a relationship of trust with the practice.  She focuses on coordinating the right care and services across the team’s experts, facilitating client requests, and responding to the needs of her clients with both warmth and efficiency.

She began her financial services career as a teller with Wells Fargo’s predecessor Wachovia in 2010 and served in several roles, including Personal Banker and Service Manager.  She transitioned to Wells Fargo Private Bank in 2021 and then Wells Fargo Advisors in 2022.  Lindsey is insurance licensed and holds FINRA Series 7 and 66 securities registrations.

Outside of work she enjoys spending time with her family, gardening, reading, creative writing, video gaming, cooking, and perfecting her sourdough bread recipes.