Banking & Finance

Wilmington Financial Firm Transitions To Wells Fargo's Independent Brokerage Arm

By Audrey Elsberry, posted Apr 24, 2024
Atlas Investment Management's team is split between Wilmington and Greensboro. (Left to right) Adam Bolick, Jason Harris, Christopher "Rusty" Knowles and Marcy Bolick serve Wilmington's office. Jessica Edwards and Zach Edwards serve Greensboro's office.
A Wilmington Wells Fargo Advisors group, Atlas Investment Management, transitioned to an independent entity under the Wells Fargo Advisors Financial Network (FiNet), officials announced early this month.

Atlas Investment Management serves an office in Wilmington at 1135 Military Cutoff Road and an office in Greensboro. The group of four advisors and nine associates at Atlas joined NEST Capital as part of the transition. NEST is a network of independent advisors based in Troy, Ohio, under Wells Fargo’s FiNet arm.

FiNet is the independent brokerage arm of Wells Fargo established to allow wealth advisors more control over their business. It allows firms an independent identity while maintaining the ability to draw from Wells Fargo’s resources, according to FiNet’s website.

Atlas’s services include investment management, risk management, employee and executive benefits, tax management strategies, legacy planning and education funding.

The firm’s four advisors are Zach Edwards, Jason Harris, Christopher “Rusty” Knowles and Adam Bolick. Harris, Knowles and Bolick are based in the Wilmington office, and Edwards is based in Greensboro. The firm’s transition to an independent entity in Wilmington and Greensboro was announced April 5.

The team’s combined experience is 60 years, and Atlas’s advisors managed about $424 million in customer assets as of April 2, according to the release.

The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors. It has since added its fourth advisor, a second location in Greensboro and five staff members, three of whom will be located in Wilmington.

“The newly independent Atlas Investment Management team is excited to take ownership of the direction and future of the practice,” the release stated. “The entire team at Atlas Investment Management is confident that this change is a great step to better serve clients and establish their own unique footprint in the market.”

Atlas Investment Management officials declined to provide any additional comments for this story.

Clarification: This version changes the headline to accurately reflect Atlas Investment Management's transition. 
Ico insights


Chris 16239425

‘Creative,’ An Adjective To Describe Your Accountant?!

Chris Capone - Capone & Associates
Dave sweyer 300 x 300

Insights into the 2023 Leasing Market in Wilmington, NC: What You Need to Know

Dave Sweyer - Sweyer Property Management
Web awstaffpic2020 1 132245438

The 2024 Luncheon for Literacy featuring Special Guest Jason Mott

Alesha Edison Westbrook - Cape Fear Literacy Council

Trending News

Greenfield Amphitheater Could Get New Seating, More Space

Emma Dill - Jun 12, 2024

Chamber Announces 40 Under 40 Winners

Staff Reports - Jun 11, 2024

Grimmburger Food Truck To Open Brick-and-mortar Location At The Forum

Emma Dill - Jun 11, 2024

Protocase Selects Wilmington For Its First US Expansion

Emma Dill - Jun 12, 2024

Seabird Chef Calls James Beard Awards 'a Win' Even Without Top Prize

Staff Reports - Jun 11, 2024

In The Current Issue

Potential Swells For More Swimming

As the population increases, demand continues to grow for pools the public can access in Wilmington and New Hanover County....

Canapi Venture’s Fund Raises Stakes

This fund is focused on supporting companies that further AI governance, cybersecurity and climate technology....

Home Options: Stage Set For Accessory Dwelling Units To Proliferate

Defined as a separate residential living space on the same lot as a primary dwelling, the topic of ADUs is seeing a resurgence in the Port C...

Book On Business

The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!



2024 Power Breakfast: The Next Season