Senior Financial Advisor
Current
Mar 2023 - Present
AeroLeads people directory · profile
Case Carpenter Email & Phone Number
Senior Financial Advisor at Wells Fargo Advisors
at
Wells Fargo Advisors
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Financial Advisor at Wells Fargo Advisors
Location
Dallas, Texas, United States
Company size
Who is Case Carpenter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Case Carpenter is listed as Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Case Carpenter.
Case Carpenter previously worked as Senior Financial Advisor at Wells Fargo Advisors and Financial Advisor at Ubs. Case Carpenter holds Bachelor'S Degree, Economics from University Of North Carolina At Chapel Hill.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Case Carpenter's masked contact details.
{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Case Carpenter. Compare company email patterns before reaching out.
Profile bio
About Case Carpenter
This information is intended for use by residents of AL, AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OK, PA, PR, SC, TX, and UT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Current workplace
Case Carpenter's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
5 roles
Case Carpenter work experience
A career timeline built from the work history available for this profile.
Financial Advisor
May 2020 - Mar 2023
Wealth Strategy Associate
Jun 2019 - May 2020
Wealth Management Intern
Jun 2018 - Aug 2018
Equity Analyst
Dec 2015 - Jul 2017
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
CN
Charlie Nash
Colleague at Wells Fargo AdvisorsVirginia Beach, Virginia, United States, United States
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MC
Mia Costarella
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
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BG
Bob Guilda
Colleague at Wells Fargo AdvisorsBarberton, Ohio, United States, United States
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LS
Lesleigh Smith
Colleague at Wells Fargo AdvisorsDouglasville, Georgia, United States, United States
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CS
Chris Sterious
Colleague at Wells Fargo AdvisorsPhiladelphia, Pennsylvania, United States, United States
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MA
Max Allison
Colleague at Wells Fargo AdvisorsGlendale, Arizona, United States, United States
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JH
John Hofman
Colleague at Wells Fargo AdvisorsChesterfield, Missouri, United States, United States
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TB
Troy Birch
Colleague at Wells Fargo AdvisorsUnited States, United States
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DA
David Arquilla
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
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MO
Marianne O'Neill
Colleague at Wells Fargo AdvisorsLos Angeles Metropolitan Area, United States
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Charlie Nash
Colleague at Wells Fargo AdvisorsVirginia Beach, Virginia, United States, United States
View →
MC
Mia Costarella
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
View →
BG
Bob Guilda
Colleague at Wells Fargo AdvisorsBarberton, Ohio, United States, United States
View →
LS
Lesleigh Smith
Colleague at Wells Fargo AdvisorsDouglasville, Georgia, United States, United States
View →
CS
Chris Sterious
Colleague at Wells Fargo AdvisorsPhiladelphia, Pennsylvania, United States, United States
View →
MA
Max Allison
Colleague at Wells Fargo AdvisorsGlendale, Arizona, United States, United States
View →
JH
John Hofman
Colleague at Wells Fargo AdvisorsChesterfield, Missouri, United States, United States
View →
TB
Troy Birch
Colleague at Wells Fargo AdvisorsUnited States, United States
View →
DA
David Arquilla
Colleague at Wells Fargo AdvisorsGreater Chicago Area, United States
View →
MO
Marianne O'Neill
Colleague at Wells Fargo AdvisorsLos Angeles Metropolitan Area, United States
View →
1 education record
Case Carpenter education
FAQ
Frequently asked questions about Case Carpenter
Quick answers generated from the profile data available on this page.
What company does Case Carpenter work for?
Case Carpenter works for Wells Fargo Advisors.
What is Case Carpenter's role at Wells Fargo Advisors?
Case Carpenter is listed as Senior Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.
What is Case Carpenter's email address?
AeroLeads has found 1 work email signal at @ubs.com for Case Carpenter at Wells Fargo Advisors.
Where is Case Carpenter based?
Case Carpenter is based in Dallas, Texas, United States while working with Wells Fargo Advisors.
What companies has Case Carpenter worked for?
Case Carpenter has worked for Wells Fargo Advisors, Ubs, and Hodges Capital Management.
Who are Case Carpenter's colleagues at Wells Fargo Advisors?
Case Carpenter's colleagues at Wells Fargo Advisors include Charlie Nash, Mia Costarella, Bob Guilda, Lesleigh Smith, and Chris Sterious.
How can I contact Case Carpenter?
You can use AeroLeads to view verified contact signals for Case Carpenter at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Case Carpenter attend?
Case Carpenter holds Bachelor'S Degree, Economics from University Of North Carolina At Chapel Hill.
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