James Wells, Financial Advisor

FINANCIAL ADVISOR
James C Wells

CFP®
7521 Mourning Dove Rd Ste 104a, Raleigh, NC 27615opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Employee Stock Options

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Janet Campagna
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 846-8420

Fax

(888) 819-2145

Office Address

7521 Mourning Dove Rd Ste 104a
Raleigh, NC 27615opens in a new window

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