Business brief: Wells Fargo Advisors

Business brief: Wells Fargo Advisors

Warner, Hood and Culpepper Family Wealth Management Group of Wells Fargo Advisors announces a new designation for directors Dee Warner and David Hood. Warner and Hood, who are financial advisors, have earned the Private Investment Management (PIM) designation.

Investment professionals offering the Wells Fargo Advisors’ PIM program promote discretionary portfolio management for investors seeking long-term capital appreciation through diverse portfolios and a personal relationship. The opportunity to offer this program is given to exceptional advisors who have completed coursework and demonstrated an ability to maintain responsibility for day-to-day investment decisions as Portfolio Managers.

By being a PIM Advisor, Warner and Hood can pursue superior performance within trading activity, without traditional commissions. David Hood, a director of the group, expresses that this additional title increases their “ability and expertise to work toward the highest achievement for our clients’ wealth management.” 

With offices in Kinston and Greenville, Warner and Hood, along with their team, provide an exceptional, individualized experience with a goal of growing and preserving their client’s wealth.

“This designation is especially important to WHC as it aligns directly with our team goal,” Warner said.

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