STEPHANIE BASS, CFP, CPWA

Private Wealth Financial Advisor

Managing Director - Investments

Address: 150 FAYETTEVILLE STREET, 7TH FLOOR , RALEIGH , NC 27601
Phone: 919-881-7319  |  800-347-3592   
Email: Stephanie.Bass@wellsfargo.com Compose mail in a new window

My Background

My Associate(s): Cindy Ward, Senior Registered Client Associate ; Sarah Beauvais, Marketing Client Associate

My Experience

  • 2014 - Present : Wells Fargo Advisors
  • 2009 - 2014 : Merrill Lynch Inc.
  • 2003 - 2009 : Banc of America Investments Services, Inc.
  • 2000 - 2003 : BB&T Investment Services, Inc.

My Education & Credentials

  • BSBA - Northeastern University, Boston MA

My Community Involvement

  • Member - UNC Children's Hospital Board of Visitors
  • Member - Campbell University Presidential Board of Advisors
  • Member - Dress for Success of the Triangle Finance Committee
  • Founder - Baker Nurse of Excellence Endowment UNC Health Southeastern
Securities Registered in the following states: AZ, CA, CT, DC, FL, GA, IN, KY, MA, MD, MN, MO, NC, NY, OR, PA, SC, SD, TN, TX, VA, VT, WI
Insurance licensed in the following states: SD (Lic. # 40569399)
STEPHANIE BASS: Financial Advisor: Wells Fargo Clearing Services, LLC