Invest Collegiate Consortium

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

At Hobart Wealth, we specialize in helping individuals, families, and businesses in Davidson, NC, and the surrounding areas achieve their financial goals with confidence and clarity. Our experienced team offers personalized financial planning, investment management, retirement strategies, and wealth preservation services tailored to your unique needs.Located in the heart of Davidson, we take pride in building long-lasting relationships with our clients, offering a transparent, client-first approach to wealth management. Whether you're planning for retirement, growing your investments, or ensuring your familys financial security, Hobart Wealth is here to guide you every step of the way.

Fifth Third Private Bank - Kimberly Lawrence is a wealth management advisor located in Cornelius, NC. With over 25 years of experience in financial services, Kimberly collaborates closely with clients and an experienced team of Fifth Third specialists to deliver the right investment solutions for their objectives. Her areas of focus include wealth transition, asset sustainability, and planning for life stage transitions. Fifth Third Private Bank, with over 100 years of wealth planning experience, offers access to sophisticated investment solutions and personalized plans centered around each individual and family. Their dedicated team approach helps clients manage and sustain their wealth to achieve their personal and financial goals throughout their life and for future generations.Generated from the website