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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.

Cheryl Cole White, CFP

Managing Director - Investments
Financial Advisor

Email Address

cheri.c.white@wfadvisors.com

Phone Number

(919) 338-0565

Cheryl C White, CFP®,  is a Managing Director -Investments  at Wells Fargo Advisors with over 27 years of wealth management experience.  Cheri is firmly committed to building long term relationships and to deliver exceptional and comprehensive advice and knowledge to her clients. She is dedicated to advising clients with all aspects of their wealth management needs to help achieve the lifestyle and goals they aspire to reach. In addition to her professional interests, Cheri enjoys an active lifestyle and spending time with her family and friends. 

Cheri was recognized as one of Forbes Top Women Wealth Advisors Best-In-State in 2024 and 2025.

CERTIFIED FINANCIAL PLANNER® Professional

  • FINRA Securities Registration of Series 7,9,10,24,63,65
  • Insurance Licenses: Annuities, life, health, long-term care
  • Meredith College- Bachelor of Science Degree in Business Management
  • Meredith College - Master of Business Administration 
CA Insurance License Number: 0D12708. Resident State NC.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com).  

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Certificates

CFP

Melissa T. Price

Managing Director - Investments
Financial Advisor

Email Address

melissa.price1@wfadvisors.com

Phone Number

(919) 338-0566

Melissa Price, Managing Director-Investments at Wells Fargo Advisors with over 28 years of wealth management experience. Melissa is committed to building long term relationships and begins every client relationship by getting to know her clients and learning about the future life and goals they envision. She uses her knowledge of each client’s goals, needs and values in addition to the firm’s comprehensive resources to provide advice and knowledge to help each client achieve the goals and lifestyle they aspire to reach. In addition to her professional interests, Melissa enjoys an active lifestyle and spending time with her family and friends.

Melissa was recognized as one of Forbes Top Women Wealth Advisors Best-In-State in 2024 and 2025.

  • FINRA Securities Registrations of 7, 63, 65
  • Insurance Licenses: Annuities, life, health, long-term care
  • Elon University (formerly Elon College) - Bachelor of Arts Degree in Political Science
CA Insurance License Number: 0D07576. Resident State NC.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com).  

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.