Elizabeth City, NC Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on WELLS FARGO Advisors
Expertise
Based on WELLS FARGO Advisors
Location
113 S Water Street
Elizabeth City NC 27909
Advisors at this office
6
Advisors at this office
William W
Series 63, Series 66
Elizabeth City, NC
Wells Fargo Advisors
William Whichard is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside his advisory role, he is involved in wealth management through a 50% ownership in Whichard Woolard & Mitchell Wealth Management in Elizabeth City, NC. 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 financial planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.
Meredith M
Series 66
Elizabeth City, NC
Wells Fargo Advisors
Meredith Moreland is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing continuously since 2015. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Laura V
CFP®, Series 63, Series 65
Elizabeth City, NC
Wells Fargo Advisors
Laura Van Buren is a CFP®-certified financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors dating back to 2015. She serves on the finance committee of Kitty Hawk Rotary and is a member of the board of directors for the Outer Banks Community Foundation. Wells Fargo Advisors Financial Network is a large 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 using Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.
John W
Series 63, Series 65
Elizabeth City, NC
Wells Fargo Advisors
John Woolard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, Woolard has ownership interests in an investment and wealth management firm as well as several business activities related to real estate investment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations supported by firm research and planning tools.
Miriam C
Series 66
Elizabeth City, NC
Wells Fargo Advisors
Miriam Crank is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and with 12 years of industry experience. She has worked within various Wells Fargo entities since 2003. Outside of her advisory role, she works part-time as a retail sales associate at Creative Jewelers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering a wide range of financial planning areas and integrating advisory services with other financial products and referral channels.
William M
Series 63, Series 65
Elizabeth City, NC
Wells Fargo Advisors
William Mitchell is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and carrying 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside his advisory role, Mitchell holds a minority ownership stake in Beaver Lake Property Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.
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