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Marcene B

Series 66

Wilmington, NC

Wells Fargo Advisors

Marcene Bolick is a Series 66-registered financial advisor with Wells Fargo Advisors in Wilmington, NC, bringing four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing and was involved with Port City Community Church. She serves as treasurer for the Castle Hayne Elementary School Parent Teacher Association, supporting family engagement and fundraising efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Adam B

Series 66

Wilmington, NC

Wells Fargo Advisors

Adam Bolick is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo's affiliated firms since 2015. Bolick has ownership interests in multiple private investment entities based in Wilmington, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad menu of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients able to implement these 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
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Jason H

Series 66

Wilmington, NC

Wells Fargo Advisors

Jason Harris is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is involved as an owner of investment-related entities, including Rising Covey Partners LLC and Atlas Investment Management LLC. 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 services and integrates advisory work with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher K

Series 63, Series 66

Wilmington, NC

Wells Fargo Advisors

Christopher Knowles is a financial advisor with Wells Fargo Advisors in Wilmington, NC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Wells Fargo entities since 2009. He is involved in investment-related activities through ownership interests in Atlas Investment Management LLC and Knowles Investment Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

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