Michael L Phelan Email and Phone Number
Michael L Phelan work email
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Michael L Phelan personal email
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I joined Goodson & Nichols Financial Group as Practice Compliance Manager in July 2023. My responsibilities include the day-to-day administrative functioning of the practice, as well as supervisory oversight of our group associates’ activities to ensure adherence to policies and procedures and that regulatory requirements are being met. At Goodson & Nichols Financial Group, our mission is to provide objective and timely financial guidance helping individuals, families, and organizations build, manage, preserve, and transition their wealth. We believe that high levels of personal service, integrity, and trust are critical to building successful client relationships. Our team is dedicated to maintaining those values while working together with our clients to develop a comprehensive wealth management plan for their unique financial circumstances.I encourage you to visit our website www.goodsonandnicholsfg.com to learn more about our practice, associates, and services provided.This information is intended for use by residents of AK, AL, CA, CO, DC, FL, GA, KY, MA, MD, MI, MN, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WV and WY./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Goodson & Nichols Financial Group
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Practice Compliance ManagerGoodson & Nichols Financial Group Jul 2023 - PresentWinston-Salem, North Carolina, United States -
Field Support Governance Specialist, Assistant Vice PresidentWells Fargo Advisors Jul 2018 - Jul 2023Raleigh-Durham, North Carolina Area -
Wim Client Service Consultant IiiWells Fargo Advisors Feb 2008 - Jul 2018Charlotte, Nc
Michael L Phelan Skills
Frequently Asked Questions about Michael L Phelan
What company does Michael L Phelan work for?
Michael L Phelan works for Goodson & Nichols Financial Group
What is Michael L Phelan's role at the current company?
Michael L Phelan's current role is Practice Compliance Manager at Goodson & Nichols Financial Group.
What is Michael L Phelan's email address?
Michael L Phelan's email address is mi****@****ors.com
What skills is Michael L Phelan known for?
Michael L Phelan has skills like Series 7, Uniform Combined State Law, Securities, 401k Rollovers, Investments, Series 9/10, Series 65, Series 63, Mutual Funds, Iras, Retirement, Equities.
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