Mitchell Gravelle is a CFP® with 29 years of industry experience, currently advising at Wells Fargo Advisors in Charlotte, NC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, contributing over a decade of service within the Wells Fargo network. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including retirement, education, and niche services, with tailored recommendations supported by Wells Fargo research and planning tools.

Mary Gravelle is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked in various roles within Wells Fargo-affiliated firms since 2015. Outside of finance, she owns a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.