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Thank you for taking the time to stop by and check us out. I hope you found the above video to be of interest. I believe you will find a wealth of information throughout the site. If you would like to get to know more about me and the other team members, I encourage you to spend time in the section titled "About Us", located in the right corner of this page. If you would like to learn about Wells Fargo Advisors, here is a link to our company fact sheet (Tell Me About Wells Fargo Advisors). I have attached another link to a February 13, 2012 Forbes Magazine article. The cover story profiles our parent company, Wells Fargo. In the article, titled The Bank That Works, CEO John Stumpf candidly offers insight into the reasons behind Wells Fargo's stability and success (Forbes Magazine Article Wells Fargo).

The Pappas Wealth Management Group of Wells Fargo Advisors, is a comprehensive, holistic, fee-based practice that offers a wide range of financial services. In addition to our fee-based practice we offer assistance in areas such as:

  • 401(k) rollovers
  • IRA's & Roth IRA's
  • College funding
  • R ,,Retirement planning
  • Risk management
  • Estate preservation strategies
  • Lending services available through affiliates of Wells Fargo .

We represent clients in 30 states where we specialize in helping clients develop a cohesive financial strategy that fits their specific needs. Our goal is to help our clients feel confident knowing they have implemented a prudent investment strategy along with having their finances organized for their benefit, as well as their beneficiaries .xxxxxx ssssss.....x

The Pappas Wealth Management Group of Wells Fargo Advisors is an experienced, energized, educated and informed team. Our business philosophy is built upon three cornerstones – honesty, integrity, and client service and we have emotional and intellectually commitment to be "the best game in town." We encourage you to compare us to your current advisor.

What we believe distinguishes us the most from our competitors is our comprehensive client service system, which we affectionately call "The Wow!" We truly have a passion for helping our clients achieve their goals and objectives. We believe the habit of going the extra mile is the only acceptable way to conduct business. We are driven by a burning desire to serve our clients. We not only care about helping clients financially, we care about them personally, and that is the secret to our success.

I believe there is remarkably little difference between financial advisors, but the little difference makes a great deal of difference. We would like you to experience the difference.                                         

Harry Pappas Jr. CFP®
Managing Director-Investments
Certified Estate & Trust Specialist (CES)

Minimum portfolio size is $250,000. Exceptions may apply.

 

 

 

*Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.

Sincerely,

 

Harry Pappas Jr.
Managing Director-Investment
Board Certified in Estate Planning

.rrrrrrManaging Director-Investment PappHa