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DonHo-kieHi
Joined: 01/01/2005
Posts: 19,235
Likes: 14,862
DonHo-kieHi
Lifetime

Jay Jacob at Wells Fargo advisors. Kid that grew up in my practice. Very

bright. Just named one of best in NC by Forbes. Tell him Don sent you. I can get you contact info if you desire ( below). Went to App St. has an MBA and CFA certification. Not pushy and adapts to your style. I have most of my retirement funds at Vanguard but have a brokerage account at Wells, mostly self managed but he has made some good recommendations. ** Edited by DonHo-kieHi at 5/6/2024, 12:54:19 PM
Link: Here you go…
Posted: 05/06/2024 at 12:46 PM ET
(In response to this post by ElbertoHokie)

Thread Replies (21)

Full Thread →
Looking for Wealth(ha) or money manager recommendations
ElbertoHokie • 05/06/24 08:27 AM ET
Jay Jacob at Wells Fargo advisors. Kid that grew up in my practice. Very ◄
DonHo-kieHi • 05/06/24 12:46 PM ET
And from Forbes**
DonHo-kieHi • 05/06/24 12:57 PM ET
You're near Charlotte right? My brothers roommate is an adivsor in Shelby
Hokerer • 05/06/24 11:40 AM ET
Beanie Babies **
bigbadbird • 05/06/24 10:41 AM ET
Madoff, Ponzi and Belfort…they promise above market returns.**
Twelfth Man • 05/06/24 10:32 AM ET
…Dewey, Cheatem and Howe
chumley • 05/06/24 10:15 AM ET
I have a great financial advisor, and I commend you for seeking out a pro->
HOKIERIT • 05/06/24 10:08 AM ET
I can help. Hokie advisor licensed in NC. Send me an email
vt88hokie • 05/06/24 09:39 AM ET
Do you have $2M in your 401k yet?
hoosnowahokie • 05/06/24 09:23 AM ET
Simple suggestion, do a search for mutual funds that have done well...
EDGEMAN • 05/06/24 09:13 AM ET
We have friends that use Fisher Investments. They supposedly only do
UTPr0sim • 05/06/24 10:41 AM ET
Simpler solution...Index funds/ETFs. They are boring, but they work
Tafkam Hokie • 05/06/24 09:52 AM ET
I've done that, I just want someone to take a look at everything in
ElbertoHokie • 05/06/24 09:48 AM ET
I agree with that approach. It has paid off well for us..**
HOKIERIT • 05/06/24 10:12 AM ET
You have plenty of time, unless you're looking to retire in 5 years...
EDGEMAN • 05/06/24 09:55 AM ET
Even if you are retiring in 5 years, you've probably got lots of time
Tafkam Hokie • 05/06/24 10:00 AM ET
Exactly.. when you retire you do NOT "cash out".Should still get a return!**
HOKIERIT • 05/06/24 10:15 AM ET
I will add if you are getting to the point where you will be withdrawing
Tafkam Hokie • 05/06/24 10:54 AM ET
This guy. Just add hookers.**
tongahokie • 05/06/24 09:02 AM ET
Social Security + Medicaid. We got you!**
JoesterVT • 05/06/24 08:37 AM ET
amputate**
HokieDan95 • 05/06/24 08:33 AM ET