Paul Sercer

Background

About Paul Sercer

Paul started off in the Financial Services industry's over 20 years ago in 1997 with First Union. Through dedication and commitment, Paul has continued to service his clients through the mergers of First Union and Wachovia, as well as Wachovia Securities and Wells Fargo Advisors. He was also an integral part of the growth and expansion of his team in 2010. Paul received his Bachelors Degree from Winthrop University in 1996 with a concentration in Business Finance. In addition, Paul has earned the CERTIFIED FINANCIAL PLANNER™ certification from the McColl School of Business at Queens University, which he believes is an essential resource for helping his clients' pursue their financial goals. Outside of the office, Paul likes to participate in many civic and community organizations including the American Heart Association, the Men’s Shelter, and the Association of Estate Planners. He is a devoted member of his church, Myers Park United Methodist and currently resides in the SouthPark area of Charlotte.*Please contact me by e-mail Paul.Sercer@WellsFargo.com or by Phone (704)383-1100. I cannot respond to messages through LinkedIn. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, ND, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, and WV only. CA Insurance License Number 0I31294. Resident State: 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