Wes H. Perry, Cfp®

Wes H. Perry, Cfp® Email and Phone Number

Senior Vice President - Investments at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Wes H. Perry, Cfp®'s Location
Winston-Salem, North Carolina, United States, United States
Wes H. Perry, Cfp®'s Contact Details

Wes H. Perry, Cfp® work email

Wes H. Perry, Cfp® personal email

n/a
About Wes H. Perry, Cfp®

I know what's behind the money you have earned. That's why all of our investment experience, capabilities, and resources are focused on one objective: to help you invest wisely. My approach to investing is based on a sound, long-term, comprehensive way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that I believe has helped our clients work towards their financial goals since Wells Fargo Advisors was established.Please contact me by e-mail wes.perry@wellsfargoadvisors.com or by phone 336-727-4240 as I cannot respond to messages through LinkedIn.Branch Address: 380 Knollwood Street, Suite 600, Winston-Salem, NC 27103This information is intended for use by residents of DC, FL, GA, IL, MA, MD, MS, NC, NH, NY, PA, SC, TN, and VA 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

Wes H. Perry, Cfp®'s Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Senior Vice President - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Wes H. Perry, Cfp® Work Experience Details
  • Wells Fargo Advisors
    Senior Vice President - Investments
    Wells Fargo Advisors Aug 2014 - Present
    Winston Salem, Nc
    Working with corporate executives and individuals in an effort to help preserve, maintain and grow investment assets over time, utilizing investment management and estate planning strategies.

Wes H. Perry, Cfp® Skills

Retirement Planning Financial Advisory Investment Management Wealth Management Services Finance Leadership Investments Asset Managment Strategic Planning Financial Analysis Wealth Retirement Personal Finance Analysis Microsoft Excel 401k Rollovers Asset Allocation Public Speaking Insurance Marketing Mutual Funds Retirement Savings Estate Investment Planning Wealth Preservation Planning Investment Planning

Wes H. Perry, Cfp® Education Details

Frequently Asked Questions about Wes H. Perry, Cfp®

What company does Wes H. Perry, Cfp® work for?

Wes H. Perry, Cfp® works for Wells Fargo Advisors

What is Wes H. Perry, Cfp®'s role at the current company?

Wes H. Perry, Cfp®'s current role is Senior Vice President - Investments at Wells Fargo Advisors.

What is Wes H. Perry, Cfp®'s email address?

Wes H. Perry, Cfp®'s email address is we****@****ors.com

What schools did Wes H. Perry, Cfp® attend?

Wes H. Perry, Cfp® attended Nc State University.

What skills is Wes H. Perry, Cfp® known for?

Wes H. Perry, Cfp® has skills like Retirement Planning, Financial Advisory, Investment Management, Wealth Management Services, Finance, Leadership, Investments, Asset Managment, Strategic Planning, Financial Analysis, Wealth, Retirement.

Who are Wes H. Perry, Cfp®'s colleagues?

Wes H. Perry, Cfp®'s colleagues are Nechia Johnson, Alberto Zapata Abad, Terry A. George, Mba, Angel Bordoni, Max Allison, Deborah Harms, Frank Carter, Iii.

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