CONNECT

Address:

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

Phone:

Our Team


William A. Whichard, Jr.
Managing Director - Investments

Bill has more than 25 years experience in the financial service industry, starting his career in 1987 with a predecessor of Wells Fargo Advisors.  Throughout this time, Bill has focused his work on managing wealth for high-net-worth investors. Since 2004, Bill has been a member of the firm's Premier Advisor program, in recognition of his professional achievement.  A team approach, a desire to look at the big picture and a willingness to work with other trusted advisors is the cornerstone to Whichard & Woolard Wealth Management Group of Wells Fargo Advisors' success in helping clients achieve their goals.
 

Bill holds a bachelor's degree in Economics from the University of North Carolina at Chapel Hill.  Bill is active in the Edenton community where he lives with his 3 children.


John H. Woolard, Jr.
Managing Director - Investments

With 25 years of financial advisory experience, John concentrates on designing custom, wealth management strategies for successful individuals, families and business owners with special emphasis on strategic portfolio construction for each case. He particularly enjoys next generation planning, including business succession planning strategies.  John also has access to lending and insurance services through Wells Fargo affiliates.

He and his partner are proud to have been recognized as Wells Fargo Advisors Premier Advisors for over 10 years, a designation held by a select group of Financial Advisors within our firm that reflects a superior level of professional achievement.

John has prior experience as a small-business owner, commercial banker, CFO of a manufacturing company and licensed real estate broker.  He earned an MBA from East Carolina University with a concentration in Finance and Accounting and a BA in Economics and English from the University of North Carolina at Chapel Hill.

In his free time, John enjoys working on his farm, hunting, boating, golfing and traveling. John is also very dedicated to serving his community, having been a past board member of the Outer Banks Visitors Bureau, the Chamber of Commerce, Rotary International and the Outer Banks Relief Foundation.  He also served as trustee of the Virginia Episcopal School and on the St. Andrews Episcopal Church’s vestry.

John and his wife, Suzanne, live on the Outer Banks where they raised three children and several Jack Russell Terriers.

 

John H. Woolard, III
Financial Advisor 


John began his career with Wells Fargo Advisors in Raleigh in 2013 before transitioning back to his native Outer Banks and joining the Whichard & Woolard team in 2015.

In addition to guiding clients through the process of establishing a comprehensive investment plan, John maintains close relationships with accountants, attorneys and other professionals in the community in order to facilitate client access to specialist resources whenever needed. 

John graduated from the College of Charleston, SC, with a B.S. in International Business and a B.A. in Spanish. He then pursued a graduate degree at Georgia State University, earning a M.A. in Anthropology and concentrating on Applied Cultural Anthropology for Business. 

John maintains the General Securities Representative Series 7 and Uniform Combined State Law Examination Series 66 licenses, Medicare Supplement license, as well as Life, Health, Accident, Disability, and Long-Term Care insurance licenses in North Carolina.

Outside of the office, John is actively involved in the Outer Banks community. He is a Board Director of the Outer Banks Chamber of Commerce, is part of the Chamber's Young Professional Network, and is a graduate of the Chamber's 2015-2016 Leadership OBX class. John is also a member of the Kitty Hawk Rotary Club, and volunteers as an English tutor for Latino elementary school students as part of the Family Literacy Program at Mano al Hermano. In his free time, John likes to travel and spend time outdoors with his wife, Laura, and his German Shorthaired Pointer, Buxton. He also enjoys kiteboarding, surfing, playing pick-up soccer, and relaxing with family and friends.


Marianne L. Creef
Vice President-Senior Registered Client Associate
Marianne Creef

Marianne joined the Elizabeth City office of Whichard & Woolard Wealth Management Group in 1999. She has been in the financial services industry for 39 years since beginning her career with First Union National Bank in 1978.

Marianne’s current job responsibilities include marketing, best practices, as well as providing knowledge and system support for the team and training.

Marianne holds the Series 6, 63, and 7 Securities licenses as well as the Life, Health, and Variable Life and Annuity insurance licenses.  

During her career with Wells Fargo Advisors she has been recognized for superior client service by receiving the Recognition of Excellence Award in 2006 and the Distinguished Service Professionals designation each year since 2012.

Marianne believes clients enjoy doing business with people who value them personally as much as they value their business. Because of this, she strives to make the client experience with the group the very best it can be.

Marianne attended grammar and high school in Elizabeth City. She also attended College of the Albemarle where she studied Business Banking and Accounting.

As an advocate for the protection of animals, Marianne is a supporter of the NENC SPCA as well as the Bertie County Humane Society.

As a past member of the River City Shag Club she enjoys dancing, travel, reading and spending time with her daughter.

 

Kathryn R. Montgomery
Assistant Vice President - Senior Client AssociateKathryn Montgomery

Kathryn joined the Whichard & Woolard Wealth Management Group in 2009 as a client associate of which entails administrative duties, customer service, and marketing.  She has over 10 years experience in retail management.  Kathryn served a total of 8 years as assistant manager then general manager at Polo Ralph Lauren in Nags Head, NC.  She began her retail career at Ann Taylor, a luxury woman's clothing store, in Richmond, VA.


Kathryn attended Mary Baldwin College and lives on the Outer Banks with her husband, Robert and their two daughters.

 

Geordie RobisonGeordie Robison
Assistant Vice President - Senior Client Associate

Geordie joined the Whichard & Woolard Wealth Management Group in  2010. 


Geordie provides overall administrative and operational client service support to assist the business activities of the Financial Advisors. Her duties include furnishing account information, establishing new accounts, processing requests and payments for clients, and maintaining client relationships.


Before joining our firm, Geordie worked with Perry & Co. Sotheby's International Realty as a real estate broker.  She has a background in the visual arts and art history, and enjoys painting and photography.

Geordie graduated from Hollins University in Roanoke, Virginia and currently lives in Edenton.

 

Meredith Laverty

Meredith R. Laverty
Officer - Client Associate

Meredith joined the Whichard & Woolard Wealth Management Group in April of 2015 as a client associate.

She was raised in Edenton, North Carolina.  She is a graduate of the University of North Carolina at Wilmington, where she earned a bachelor’s degree in Business Administration with a concentration in Accounting.  Meredith was also an active member of Beta Alpha Psi, which entailed tutoring students in different financial courses, participating in community service, and attending social activities.

Meredith’s responsibilities as a client associate in the Elizabeth City office include scheduling and assisting in the preparation of client reviews, client service, and other administrative duties.

Having worked mainly in the customer service industry growing up, Meredith believes that our clients come first and works hard to provide them with exceptional service.

 

 

 

The "Service Distinction Award" is designed to recognize outstanding branch support team members who embody the firm's Core Values such as service, respect, integrity and teamwork.

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.


 

 



 

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