Working with Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Willard Varnum
Senior Financial Advisor
Email Address
Willard.Varnum@wellsfargoadvisors.comPhone Number
(919) 881-1025Toll Free
(800) 678-1188As your Financial Advisor, I can help you define and strive to meet your financial goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together with individuals, trusts, retirement plans, charitable organizations and businesses, my role is to help you create and execute strategies for wealth building and goal achievement. You will have access to some of the world’s most seasoned and respected investment professionals, the highest level of professional service, a premier trading and execution platform and a comprehensive range of investment choices.
After graduating with a finance and economics degree, I went on to work for Morgan Stanley for roughly 30 years before joining Wells Fargo Advisors. With an emphasis on continuing my financial education, I am a CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards, Inc (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
EQUITY COMPENSATION AWARDS
Your equity awards as part of an Employee Stock Ownership Plan (ESOP) can play a significant role in your overall financial picture. As your Financial Advisor specializing in equity compensation, I’m here to help you align your equity compensation strategy with your broader financial goals. My goal is to help you to preserve and grow your wealth, by connecting you with the resources you need when you need them.
COMPREHENSIVE INVESTMENT PLANNING
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We will continue to work together through the years to keep your investment strategies aligned with your goals and needs.
PLANNING FOR RETIREMENT
Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I offer assistance with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Advice for Your Full Financial Life
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life. It’s a distinct advantage of working with one of the world’s premier financial institutions. Through experience, intellectual capital, and dedicated personal service, I am committed to helping you achieve your financial life goals.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.
