CHAD WILFONG, CFP®, SE AWMA

Financial Advisor

Associate Vice President - Investments

Address: 6000 Fairview Road, Suite 800 , Charlotte , NC 28210
Call: 704-442-5152  |  800-955-2522    Fax: 704-554-1426
Email: chad.wilfong@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Experience

  • 2009 - 2012 : Wells Fargo Advisors, Financial Advisor
  • 2013 - 2024 : Wells Fargo Advisors, Financial Consultant
  • 2024 - Present : Wells Fargo Advisors, Financial Advisor

My Education & Credentials

  • Bachelor of Arts - Wake Forest University
Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IN, MA, ME, MI, NC, NE, NJ, NV, NY, OH, OR, SC, TN, TX, UT, VA, VT, WA, WV
Insurance licensed in the following states: Resident State: NC
CHAD WILFONG: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina : Charlotte Branch