Raleigh, NC Lake Boone Trail Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

4

Of 4,147 advisors across 1,134 offices

Location

4101 Lake Boone Trail Ste 110, [Satellite]

Raleigh NC 27607

Advisors at this office

4

Advisors at this office

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Victoria C

Series 65, Series 63

Raleigh, NC

Wells Fargo Advisors

Victoria Cornett is a financial advisor at Wells Fargo Advisors with four years of industry experience. She previously worked at Morgan Stanley, Fidelity Investments, and Ameriprise Financial Services. Outside of her advisory role, she has an ownership interest in a barrel manufacturing and industrial landfill business in West Virginia. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that include retirement, education, risk, and wealth-transfer planning, as well as specialized planning services for business owners and other client needs. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

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

Series 63, Series 65

Raleigh, NC

Wells Fargo Advisors

Louis Crafa is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. In addition to his advisory work, he owns OWL CREEK CAPITAL LLC, a separate investment-related business based in Wilmington, 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 tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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

Series 63, Series 65

Raleigh, NC

Wells Fargo Advisors

Stuart Swanson is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and totaling 29 years of industry experience. He has been affiliated with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Greenbrier Hillview Farms Inc., a corporation owning hunting property. 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, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo 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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Jarrod K

CFP®, Series 63, Series 65

Raleigh, NC

Wells Fargo Advisors

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.

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