The Schweppe Group of Wells Fargo Advisors

Address: 550 SOUTH TRYON STREET, 45TH FLOOR, CHARLOTTE, NC 28202
Phone: 704-383-0707  |  877-819-5270    Fax: 704-715-4707

Our Group

For many people, developing and implementing a plan for the future is one of the most important steps they will ever take. The Schweppe Group has a 40 year history of dedicated client service, and as part of Wells Fargo Advisors, we are able to leverage the extensive resources of one of the nation?s largest investment firms while still providing the personal service of a boutique family office. We provide comprehensive financial services, tailored to your unique needs and long-term vision, to help you pursue your financial goals.

Our Associate(s): Lakeisha Blount Senior Registered Client Associate ; Mac Schweppe Financial Advisor
Securities Registered in the following states: AZ, CA, CO, DC, FL, GA, IL, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY
SARAH SCHWEPPE CA Insurance Lic. # 0K02938
MCCLAIN SCHWEPPE CA Insurance Lic. # 4246715
United States: North Carolina: CHARLOTTE Branch