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Wells Fargo Advisors in Charlotte, NC offers a range of financial services to assist clients in investing, planning for retirement, and managing their wealth. They provide tailored solutions for individual needs, focusing on putting clients first and ensuring a client-centric approach. The team of experienced financial advisors at Wells Fargo Advisors assists clients in navigating the complexities of financial planning and investment strategies. With a dedicated focus on helping clients achieve their financial goals, Wells Fargo Advisors offers a variety of products and solutions including IRAs, college savings plans, borrowing options, insurance, and annuities. Clients can benefit from personalized advice and guidance to make informed decisions about their financial future. The firm also provides comprehensive services such as advisory services, account services, and business services to cater to a wide range of financial needs. By emphasizing client education and empowerment, Wells Fargo Advisors equips clients with the tools and resources needed to make sound financial decisions. Whether clients are new to investing, planning for retirement, or seeking guidance on estate planning, the firm offers valuable insights and expertise to help clients navigate the complexities of the financial landscape. Generated from the website content

Cari has nearly two decades of financial services experience. She joined TowneBank in 2021 as a Private Banker to provide financial services and consulting to professionals, business owners and community partners. Her unique background in product and process management as well as marketing positions her with the ability to identify financial products and services to meet her members' needs. Active in her community, Cari was the Memory Gala Co-Chair for the Alzheimers' Association of Western Carolina in 2020 and 2021. She is also the former VP of Capital Planning for the PTO at St. Gabriel Catholic School and is a tutor for the Charlotte-Mecklenburg School system. Cari holds a B.S. in Business Administration from Meredith College and is a member of Legatus. "I like making the complex simple so my members can enjoy life rather than worrying about managing their finances."