Tracey Nobles
Senior Registered Client Associate
919/571-2833
tracey.nobles@wellsfargoadvisors.com

Tracey is a Senior Registered Client Associate with Wells Fargo Advisors. She has an associate’s degree in Business Administration from Durham Technical Community College.

Tracey has been in the industry since 1996. As a member of the team, Tracey’s primary focus is on providing exceptional service to clients. She is the first person you should call if you have any questions about your investment planning process. She will ensure that the appropriate member of our team responds to your query.

Lisa Workman
Financial Consultant
919/571-2826
lisa.workman@wellsfargoadvisors.com

Lisa is a Financial Consultant with Wells Fargo Advisors. She has a bachelor’s degree in Business Administration from The University of North Carolina at Chapel Hill.

Lisa has been in the industry since 1985.  As a member of the team, she specializes in helping clients with a wide range of planning services, such as retirement and education planning, investment planning through our Envision® process, and lifetime income planning.  She can also provide access to a variety of investment products to help meet client needs.

Janet Bowling
Client Associate
919/571-2825
janet.bowling@wellsfargoadvisors.com

Janet is a Client Associate with Wells Fargo Advisors. She has a bachelor’s degree in Business Administration from The University of Tennessee.

Janet has been with the firm for over 12 years. Her primary focus is to help provide clients with value-added services, such as distributing timely information on many financial issues and concerns. Her administrative skills and adaptability are assets to the team and clients.

Envision® is a registered service mark of Wells Fargo & Company and used under license.