Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Sandra H

Series 66

Wilmington, NC

Wells Fargo Advisors

Sandra Henry is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Advisors since 2013. Additionally, she is a North Carolina notary public. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement and wealth-transfer planning, and utilizes Wells Fargo’s research and planning tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Louis C

Series 63, Series 65

Wilmington, NC

Wells Fargo Advisors

Louis Crafa is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He also owns Owl Creek Capital LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with investment and fee-based financial planning services. The firm offers a broad planning menu using proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Laurence M

Series 63, Series 66

Wilmington, NC

Wells Fargo Advisors

Laurence Mass is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing. Outside of his advisory work, Mass is involved in community leadership as president of the Headwaters Cove Homeowners Association and treasurer of the Seagate Homeowners Association in Wilmington, NC. He also owns and operates several business ventures, including Teal Capital, LLC, and Windward Leeward, LLC, which provides hardware for the sailing industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options and tailored recommendations based on Wells Fargo research and tools. The firm integrates advisory services with other financial products and operates a network of financial advisors nationwide.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Bullen K

Series 66

Wilmington, NC

Wells Fargo Advisors

Bullen Keen is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Keen worked at Dye Creek Capital/RKJ and held roles outside the financial sector at Preston Wood Country Club and Triangle Aquatics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")