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:

Why Us?

Experience

  • A Team Approach which brings together 8 professionals with over 115 years of combined industry experience.
  • This experience affords us the knowledge and wisdom that only comes from years of helping many clients through multiple planning scenarios.

Process

  • Focused commitment to dig deep to fully understand each client situation.
  • Utilization of dynamic planning and modeling technology to create a customized plan.
  • Service culture that keeps us in contact with our clients to review and monitor their progress.

Affirmations

  • We strive to be the lead amongst all our clients' trusted advisors. We seek to deliver on this goal by taking a holistic approach that ties all aspects together.
  • Our process allows us to operate much like a stand - alone "boutique" with no firm mandates.
  • We believe recruiting the next generation of advisors is also paramount to our clients to ensure the practice survives them and serves their family.

Education

  • We are dedicated to our continuing education and regularly attend advanced forums throughout the country to ensure we are addressing the ever changing financial landscape.
  • William Whichard and John Woolard have been recognized by our firm as Premier Advisors1 for 10+ years. This distinction gives us direct access to specialized resources to better serve our clients' unique needs.

Passion

  • We are honored by the responsibility bestowed on us by our clients and are passionate about getting it right.

 

1The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of  standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.

 

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