Greenville, NC E Arlington Blvd Office

Carolyn Crews is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is an independent consultant for a skincare product company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Hunter Fleming III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside his advisory role, he is involved in farming operations through Fleming Farms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data and applies diversification principles and modern portfolio theory in its investment approach.

Jeanette Hopkins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public in North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is grounded in modern portfolio theory and includes a range of investment options such as collective investment trusts, group annuity contracts, and bank deposit sweep programs.

Rebecca Avery is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Carla Batten is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Fischler is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a member of the Morehead City, NC Planning Board. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marcus Fielding is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Fielding holds Series 63 and Series 65 licenses and is based in Wilson, NC. Outside of his advisory role, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Russell Eaves is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an additional check signer for St. James United Methodist Church in Greenville. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Connie Pritchard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is involved in promoting nutritional products through LE-VEL (THRIVE) and serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Anthony Lovenberg is a financial advisor with Wells Fargo Clearing in Greenville, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked briefly at Western & Southern Life and has experience in the food service industry and higher education. Outside of advising, he has a 25% ownership interest in Zealm Real Estate Investors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and utilizes modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Henry Norman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 54 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in a farming partnership named Carson & Norman. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vickie Teachey is a financial advisor with Wells Fargo Clearing in Greenville, NC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Crystal Hardee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones from 2011 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Thomas Alston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Howard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously at First Citizens Investor Services from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.