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Vicki E
CFP®, Series 63, Series 66
Asheville, NC
Wells Fargo Clearing
Vicki Epley is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she co-owns and manages a rental property through GG'S HOUSE LLC with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy statement preparation, performance reporting, and participant education. The firm acts as an ERISA fiduciary and offers discretionary investment management options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
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