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.

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

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.

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.