Clifton Pike

Senior Financial Advisor at Wells Fargo Advisors

Role
Financial Solns Advisor - Fc at Merrill Lynch
Location
New Bern, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Clifton Pike

As a native of New Bern, North Carolina, I draw on my years of experience in the financial services industry to help fellow residents and those relocating to the region with their wealth management needs. After college, my wife and I returned to my hometown, and I am proud that our area is gaining popularity with others for its natural beauty, historic charm, and warm, friendly people.Speak to me for a few minutes, and you\'ll quickly realize that I\'m not a high-pressure salesman. I enjoy talking to people and learning about their unique stories. Uncovering their needs, goals, concerns, and the main purpose of their wealth forms the basis for the personalized service and customized wealth management strategies I help create.What I Love About Being a Financial Advisor:From my vantage point, I get to learn about clients\' unique histories, life events and personal preferences. I enjoy using the knowledge I gain to help them take financial steps forward at significant stages in their business and personal lives.Helping clients plan for the \"what ifs\" is one of the best parts of my job.I\'m calm under pressure and when life throws you a curve ball, I welcome the opportunity to change gears and reflect your current situation.When I\'m not working, you\'ll find me golfing, hunting, fishing, and spending time with my wife and family. We\'re extremely proud of our two sons-one who is serving in the United States Navy, and the other who is finishing up his undergraduate degree at East Carolina University.Whether you\'re new to our area, or have lived here for generations, I look forward to speaking with you and welcome your connection at c••••••••@wellsfargo.com or 25••••••85.This information is intended for use by residents of CA, CO, FL, NC, NJ, NY, PA, SC, TN, TX, and VA 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 InvestedWells 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Financial Solns Advisor - Fc

    Merrill Lynch

    Oct 2007 — Present

Education

  • Mount Olive College

    Bachelor's Degree

    1999 — 2002

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Clifton Pike — Financial Solns Advisor - Fc at Merrill Lynch in New Bern, NC, US | Unifers