Raleigh, NC Edwards Mill Rd Office

James Carroll is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Wells Fargo Advisors since 2015. Carroll owns Blue Horseshoe Capital Inc. and Anacott Ventures LLC, both investment-related ventures based in Raleigh. 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, offering a broad range of planning options and integrated advisory services.

Larry Swaney is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a finance committee member at Mount Moriah Baptist Church in Raleigh. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a wide range of planning options and integrating advisory services with other financial products through a large network of advisors.

Anthony Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Dowling serves as a trustee for a 401(k) plan and owns Raleigh Wealth Management Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with recommendations developed using proprietary research and tools.

Kristiana Dowling is a financial advisor with Wells Fargo Advisors in Raleigh, NC. She holds a Series 66 designation and has 12 years of industry experience, all with Wells Fargo Advisors since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, serving clients who meet specific net-worth criteria.

Lionel Perkins III is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of advisory work, he serves as President of the Alumni Leadership Counsel and is a member of the Board of Trustees at Blue Ridge Boarding School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning, supported by Wells Fargo’s research and tools.

Christopher Coman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. His prior career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He is also involved as a part-owner of First Flight Financial Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Benjamin Swaney is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Swaney has a significant ownership interest in Mifflin Capital S Corp and serves as a trustee for multiple Mifflin Capital Inc. 401(k) plans. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with planning engagements that are generally discrete rather than ongoing.

Jillian Hood is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding the Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by in-house research and planning tools, with optional implementation through brokerage or advisory programs.

Calvin Jones is a CFP® with 28 years of industry experience and has been with Wells Fargo Advisors since 2011. He is based in Raleigh, NC, and is the sole owner of Family Financial Partners, LLC, an investment-related business. 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 utilizing Wells Fargo’s research and tools, with tailored recommendations delivered through advisor meetings and client summaries.