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Bailey B. Bartee, CFP®, MBA

Wells Fargo Advisors, LLC

6000 Fairview Rd
Ste 800
Charlotte, NC 28210
Phone: (704) 442-6320
Fax: (704) 554-1426

Toll-free: (800) 955-2522

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.