Verified recordFinancial Services

Stephen Dotson

First Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors

Based in Charlotte, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

15K

Contact information

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Email

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s•••••••@wellsfargoadvisors.com

Phone

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Background

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, 704-553-6365 or through an email at steve.dotson@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

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