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Elizabeth City Location:

113 South Water Street, 2nd Floor 
Elizabeth City, NC 27909

Mailing: P.O. Box 383
Elizabeth City, NC 27909

Toll Free: (800) 950-5121
Phone:     (252) 338-5121
Fax:          (252) 338-7568


Outer Banks Location: 

704 Blue Jay Street
Kill Devil Hills, NC 27948

Toll Free: (888) 479-9797
Phone:     (252) 261-8144
Fax:          (252) 261-7677

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Congratulations William Whichard and John Woolard for achieving the

2018 Premier Advisor designation with Wells Fargo Advisors
 
 

William A. Whichard, Jr., Managing Director - Investments and John H. Woolard, Jr., Managing Director - Investments, have once again earned the distinction of Premier Advisor with Wells Fargo Advisors. 

Bill and John are among a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firms' criteria for business production, completion of educational components and professionalism.   

 

Our practice believes that good financial decisions don't have to be confusing. We provide strategies designed to help you achieve more of your financial goals.
 
This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational articles, newsletters, and calculators--all designed to keep you up-to-date on financial issues, strategies, and trends.
 
 
 

Our Mission
 
To provide our clients with a cohesive and comprehensive plan that enables them to enjoy the freedom that comes with achieving their financial and lifetime goals.
 
In each relationship we try to put ourselves in your shoes and strive to thoroughly understand how investing affects your life.  In an effort to achieve this deeper understanding, we take time in our relationship with you - learning about your situation, your goals and priorities and your risk tolerance.  Only then can we provide a totally comprehensive strategy.  As your lifetime financial advisors, we put the pieces together to create the right plan for you.  We believe applying the principles in our mission means truly understanding the importance of your financial goals.
 
 

 


Midyear Outlook: Late Cycle Doesn't Mean End of Cycle

Financial markets have recently swung between confidence and concern. Yet volatility often accompanies a maturing recovery, and knowledgeable investors remain alert to continued opportunities.

Wells Fargo Investment Institute strategists provide their outlooks for stocks, bonds, and other investments for the latter half of 2018 in their 2018 Midyear Outlook report (PDF) and video. They also outline portfolio strategies to help investors navigate this late-cycle market.

Call if you have questions or want to discuss possible adjustments to your investments to help prepare for the months ahead.

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.CAR051803288


Generational Influences on Financial Decisions

For most investors, spending and investing patterns change as they age, acquire liabilities, and accumulate wealth. It's important that investors understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

In "Seeing Wealth Differently Across Generations" report (PDF) and video, strategists describe how each generation - Baby Boomers, Gen X, and Millennials - participates in today's economic and financial markets. This report also discusses the unique attitudes, shaped by the financial events of each generation's time, that have influenced how they invest.

 


 

 

 
 

 

 

 

     

 

 

 

 

 

 

 

                          

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals