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Senior Registered Client Associate

Betsy moved to Charleston from Greensboro, NC in 2011 to work with Wells Fargo Advisors, and has over 20 years of investment and financial experience.

Betsy began her financial career in 1994 with American Express then began with Morgan Stanley as a Financial Advisor and was trained in New York on Wall Street. In 2003 she joined a Wealth Management Team at UBS–PaineWebber until she relocated to Charleston in 2011. She is a graduate of High Point University with a degree in education, and previously worked for American Express and Allstate Insurance.

Betsy lives in West Ashley and enjoys antiquing and exploring the history of Charleston. She has two grown children and travels frequently to California to visit her daughter.

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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