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 Background

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

My Areas of Focus

Advisory Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, CA, DC, FL, GA, IN, MA, MI, NC, NE, NJ, NV, NY, OH, OR, SC, TN, TX, 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