STEPHANIE BASS, CFP®, CPWA®

Financial Advisor

Address: 150 FAYETTEVILLE STREET, 7TH FLOOR , RALEIGH , NC 27601
Call: 919-881-1045 
Email: Stephanie.Bass@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me. <br/><br/>*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

My Community Involvement

  • Member - UNC Children's Hospital Board of Visitors
  • Member - Campbell University Presidential Board of Advisors
  • Member - Dress for Success of the Triangle Finance Committee
  • Founder - Baker Nurse of Excellence Endowment UNC Health Southeastern
Securities Registered in the following states: AZ, CA, CO, CT, DC, FL, GA, IA, IN, KY, MA, MD, MN, MO, NC, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT
Insurance licensed in the following states: CA (Lic. # 0F50535), SD (Lic. # 40569399) Resident State: NC
STEPHANIE BASS: Financial Advisor: Wells Fargo Clearing Services, LLC