Dee Warner

Dee Warner

Managing Director - Investments

Dee's interest in investments came early as he grew up intrigued by the work of his father, a stockbroker.

Graduating from the University of North Carolina at Chapel Hill with a degree in Political Science, he gained valuable experience in banking and capital finance, before following in his father's footsteps. But the path Dee chose was much more expansive.

Dee practices more than asset management. He also helps clients manage their liabilities and make prudent financial decisions. He helps clients deal with non-portfolio risk and determine whether they should insure or self-insure for the financial contingencies of life. And he helps people transition wealth from the accumulation stage throughout the distribution phase of their lives.

Like his colleagues Andy Culpepper and David Hood, Dee has been recognized as a Premier Advisor* at Wells Fargo Advisors. This distinction is based on a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment, and client-service best practices.

Dee was taught to always help others and do what is right. The time, care, and consideration he gives to clients in the office are also exhibited away from the office through his service and committment to numerous educational, civic, and charitable organizations in our community.

 

*The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.