Stephen Dotson

About Stephen Dotson

I am passionate and dedicated to helping my clients achieve their financial goals. Whether you are planning for retirement, sending your children to college, or looking to preserve wealth for your legacy, I can help. My mission is to help each client plan in a way that meets their unique goals while developing a fulfilling and valuable relationship. The best way to reach me is by calling me at my office, 70••••••65 or through an email at s••••••••@wfadvisors.com. Away from the office, I volunteer at school events and charities, attend my children\'s sporting events, and attempt to improve my golf game. This information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MN, NC, NJ, NM, NV, NY, PA, SC, TX, UT, VA, and WI 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 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. First Vice President - Investments, Senior Financial Advisor

   Wells Fargo Advisors

   Jul 2008 — Present · Charlotte, NC, US

   I help people set and reach their financial goals thru the planning and developing of asset building strategies and rewarding client relationships.

Education

• The Citadel

  Bachelor’s Degree

  1982 — 1986

Skills

• 401k
• Estate Planning Strategies
• Leadership
• Investments
• Asset Allocation
• 401k Planning
• Retirement Plan Consulting
• Retirement Planning
• Strategic Planning
• Iras
• Financial Advisory
• 401k Rollovers
• Financial Analysis
• Financial Services
• Insurance
• Retirement