THE BASS FOLEY GROUP - Key Persons
Job Titles:
- Senior Registered Client Associate
In her role as Senior Registered Client Associate, Cindy works with clients on a day-to-day basis and takes care of all administrative and trading needs.
Registered since 1998, Cindy helps to ensure that the team's administrative, trading and operational needs are handled accurately and quickly. Cindy supports the team on a day-to-day basis extending her services to clients and their families. She is happy to answer questions.
Cindy earned a B.S. degree in Business Administration from Ambassador University. She lives in Cary with her husband, Jim. They both enjoy exercising, cooking and spending time with their two children, Lauren and Jimmy.
Job Titles:
- Private Wealth Financial Advisor / Managing Director - Investments
As a Private Wealth Financial Advisor, Jonathan helps individuals and families make proactive investment decisions in a disciplined and well-thought-out manner.
Jonathan helps high-net-worth clients achieve financial goals that are aligned with their own desires and aspirations. He helps to educate and empower, so that families can make the right financial decisions at the right time. With proactive planning, Jonathan can not only help clients prepare for the "what ifs" of life, but he can also help them take advantage of the potential opportunities and help avoid the obstacles.
Job Titles:
- Senior Registered Client Associate
As Senior Registered Client Associate, Lorraine provides the specialized care and personalized attention that defines The Bass Foley Group's concierge service.
Lorraine is a retired elementary school teacher who discovered a passion for finance and became registered as a Client Associate in 2007. She is an operational specialist providing the highest level of customer service. Lorraine is also a Team Leader helping train and guide other Client Associates.
Job Titles:
- Marketing Client Associate
As a Marketing Client Associate, Sarah coordinates the team's special events, helps prepare for client meetings and facilitates the team's client communications.
Sarah joined Wells Fargo Advisors in 2019. She works with all members of the team to manage the marketing and communications needs of the team. Sarah brings a superior level of client service commitment to everything she does.
Sarah earned an Associates Degree in Business Management from Louisburg College. She and her husband, Dean, live in Shallotte, NC. They have two children, Zach and Abbie. Sarah enjoys the beach, camping and volunteering with the Girl Scouts.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Certified Private Wealth Financial Advisor
- Managing Director - Investments
- Member of the UNC Children 's Hospital Board of Advisors
- Private Wealth Financial Advisor
As a Private Wealth Financial Advisor, Stephanie works with individuals and families to help simplify the complexities of managing significant wealth.
For nearly 25 years, Stephanie has helped clients achieve their financial goals and objectives. By identifying financial objectives and prioritizing goals, she creates a strategic plan uniquely designed to help build, manage, preserve and transfer wealth to the next generation. Stephanie's passion and commitment is on cultivating deep relationships with clients. These close relationships serve as the foundation for delivering personalized wealth management planning services.
Stephanie joined Wells Fargo Advisors in 2014 to offer a more comprehensive suite of investment and planning solutions. Stephanie focuses on the full cycle of wealth management including accumulation, preservation and distribution of assets. She is a Certified Private Wealth Adviser® (CPWA®) and a CERTIFIED FINANCIAL PLANNER TM professional.
Stephanie was named to the Forbes Top Women Wealth Advisors Best-in-State for 2022 and 2023. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Stephanie was also selected as Forbes Best-in-State Wealth Advisor for 2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Away from the office, Stephanie is deeply passionate about her family, her hobbies and her philanthropy - it's a shared view that unites all of the professionals at The Bass Foley Group of Wells Fargo Advisors.
A strong advocate for education, Stephanie supports Campbell University, where she is on the Presidential Board of Advisors and her alma mater, the North Carolina School of Science and Mathematics. Stephanie graduated from Northeastern University with a B.S. in Business Administration and History minor.
Stephanie is a member of the UNC Children's Hospital Board of Advisors as well as a member of the Board of Directors for Dress for Success of the Triangle. A native of Lumberton, she lives with her husband, Wil, and teenage daughter, Katie, in Clayton. They enjoy spending time at Holden Beach. She and her family are active members of Horne United Methodist Church. Outside the office, Stephanie enjoys exploring the world, boating, reading and tennis.
Stephanie Bass and Jonathan Foley are Private Wealth Advisors at Wells Fargo Advisors. They are committed to a holistic, personal approach to serving high-net-worth individuals, families, executives and business owners. As a Wells Fargo Advisors Private Wealth Financial Advisor, Stephanie and Jonathan can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. This elevated level of service is designed to support each client's full financial picture to help them preserve and grow their wealth across generations.
Stephanie M. Bass has earned the CERTIFIED FINANCIAL PLANNER TM, or CFP® professional certification. To earn her CFP® credential, Stephanie completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Stephanie Bass is a Certified Private Wealth Financial Advisor® (CPWA®). This designation is an advanced education and certification program for advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification are able to identify and analyze challenges high-net- worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Unlike credentials that focus specifically on investing or financial planning, the CPWA® designation takes a holistic and multidisciplinary approach to wealth management.