Discovery Wealth Management Group of Wells Fargo Advisors, Richmond VA

Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency

• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank affiliate

• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Life moves forward through ongoing discovery.

New technologies have been created. New medical advances have been made. And new frontiers have been explored.

But with all that, we also learn that there is so much more for us to discover.

At Discovery Wealth Management Group of Wells Fargo Advisors, discovery means striving to do our absolute best for you every single day. When we discover what matters most to you, we believe we can be more efficient, more engaging, and more thoughtful as your wealth management team.

But discovery never stops. One discovery leads to the next. And with that in mind, we’ve crafted our wealth management process to plan for what lies ahead.

We strive continuously to rediscover with our clients what they see for themselves in the future and how they want to leave an Impactful legacy.

Our team is located in Richmond, Virginia, but we serve clients all over the country.

We are comprised of 5 financial advisors including Loretta Tabb and Lee Carroll, as well as Carter Neal, Allen Sleeman and Josh Visconti, who are CERTIFIED FINANCIAL PLANNER™ professionals. Additionally, we have a dedicated local support staff here to assist with our clients operational needs.

If you could use a copilot on your road to discovery, please contact us to schedule a discovery meeting to see if we are a fit for you.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.