Wilmington, NC Military Cutoff Rd 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
1135 Military Cutoff Rd Ste 201, [Satellite]
Wilmington NC 28405
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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