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WHY DISCOVERY?

From our perspective, “discovery” is a positive, proactive word. Through
discovery, new frontiers have been explored, medical advances have been made,
and our collective past has become richer.


OUR DISCOVERY PROCESS

Through the wealth management lens, discovery leads to insight. We are most
successful as advisors when we know what is most important in our clients’
lives. Our processes and approach take this into consideration, which is why we
strive to learn what our clients are passionate about, what they see for
themselves in the future, and how they want to leave an impactful legacy.

For us, “discovery” means doing our absolute best every single day. When we
discover what matters most to you, we can be more efficient, engaging, and
thoughtful as your wealth management team.


TO LEARN MORE ABOUT OUR DISCOVERY PROCESS

Click Here
Discovery Wealth Management Group of Wells Fargo Advisors
 * 1021 E. Cary St.
   22nd Floor
   Richmond, VA 23219
 * 804.697.6831
   833.835.6831
   Send a Message
   

 * Home
 * Team
 * Process
 * Services
   * Advisory Services
   * Planning for Retirement
   * 401(k) Distribution Options
   * Estate Planning Strategies
   * Business Services
 * Resources
   * Our Videos
   * Articles
   * Newsletters
 * Contact

Investment and Insurance Products are:

 * Not Insured by the FDIC or Any Federal Government Agency
 * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank
   Affiliate
 * Subject to Investment Risks, Including Possible Loss of the Principal Amount
   Invested

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CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NE, NJ, NM, NY, PA,
SC, TN, TX, VA, VT, WA, WI, WV). Securities-related services may not be provided
to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for
informational purposes only, (ii) not and should not be construed in any manner
as an offer to participate in any investment or to buy or sell any securities or
related financial instruments, and (iii) not and should not be construed in any
manner as a public offering of any financial services, securities or related
financial instruments. Products and services listed may not be available, or may
have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells
Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,
Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo &
Company.

Insurance products are offered through nonbank insurance agency affiliates of
Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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residents only and subject to the following terms:
wellsfargoadvisors.com/social.



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