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 July 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 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 →
TB
Tracey Buonarota
Colleague at Wells Fargo AdvisorsPompano Beach, Florida, United States
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RA
Rodrigo Alejandro Hernandez Acosta
Colleague at Wells Fargo AdvisorsEl Paso, Texas, United States
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BB
Blake Bumgarner
Colleague at Wells Fargo AdvisorsUnited States
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JD
Jules Dill
Colleague at Wells Fargo AdvisorsUnited States
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NM
Nuha Mohamed
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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EA
Elizabeth Allen
Colleague at Wells Fargo AdvisorsFort Lauderdale, Florida, United States
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CA
Carl A. Adkins, Cfp®, Cws®
Colleague at Wells Fargo AdvisorsCincinnati Metropolitan Area, United States
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DB
Deborah Brandao
Colleague at Wells Fargo AdvisorsSacramento, California, United States
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BM
Bob Morgan, Cfp ®
Colleague at Wells Fargo AdvisorsWalnut Creek, California, United States
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NR
Nicholasville Richmond
Colleague at Wells Fargo AdvisorsLexington, Kentucky, United States
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Tracey Buonarota
Colleague at Wells Fargo AdvisorsPompano Beach, Florida, United States
View →
RA
Rodrigo Alejandro Hernandez Acosta
Colleague at Wells Fargo AdvisorsEl Paso, Texas, United States
View →
BB
Blake Bumgarner
Colleague at Wells Fargo AdvisorsUnited States
View →
JD
Jules Dill
Colleague at Wells Fargo AdvisorsUnited States
View →
NM
Nuha Mohamed
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
View →
EA
Elizabeth Allen
Colleague at Wells Fargo AdvisorsFort Lauderdale, Florida, United States
View →
CA
Carl A. Adkins, Cfp®, Cws®
Colleague at Wells Fargo AdvisorsCincinnati Metropolitan Area, United States
View →
DB
Deborah Brandao
Colleague at Wells Fargo AdvisorsSacramento, California, United States
View →
BM
Bob Morgan, Cfp ®
Colleague at Wells Fargo AdvisorsWalnut Creek, California, United States
View →
NR
Nicholasville Richmond
Colleague at Wells Fargo AdvisorsLexington, Kentucky, 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 Tracey Buonarota, Rodrigo Alejandro Hernandez Acosta, Blake Bumgarner, Jules Dill, and Nuha Mohamed.
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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