As a Senior Financial Advisor with Wells Fargo Advisors, I am responsible for working with high-net-worth clients to assist them in effectively manage their wealth, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals.While not currently practicing law, I have Juris Doctorate and MBA from Campbell University. I have also earned the Certified Trust & Financial Advisor professional offered by the American Bankers Association (ABA).Wells Fargo & Company and its affiliates do not provide legal or tax advice. Please consult your legal and/or tax advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.This information is intended for use by residents of AL, CA, CO, FL, GA, LA, MA, MD, NC, NV, OH, PA, SC, and TX 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