Our Team

Wesley Alim
Vice President | Private Wealth Management, CFP®

Wes is Vice President of Private Wealth Management in our Charlotte, North Carolina office.  He provides financial planning advice and customized investment management solutions to High Net Worth clients.

His ten years in the financial industry includes working for JP Morgan Chase and Wells Fargo & Company. Wes worked as a private banker and advisor for the Wells Fargo Private Bank and Wells Fargo Advisors Private Client Group.  Wes’s Private Banking experience helped him advise and guide High Net Worth and Ultra High Net Worth individuals and their families through life’s toughest situations, and even tougher financial markets.  He has experience in investment management, insurance planning, trust and estate planning, credit and lending, mortgage banking, and retirement income planning.  Wes helps clients understand how their asset allocation and risk tolerance affects their long term goals.  Before his career in the investment industry, Wes worked from 2000 to 2007 as a pharmaceutical sales consultant for several pharmaceutical companies in New York and New Jersey.

Wes lives in the SouthPark area of Charlotte with his wife and two kids.  He enjoys reading, exercising, playing tennis, and golfing in his spare time.  

Education

  • BS in Marketing, The Pennsylvania State University
  • Financial Planning Certification Coursework, Wake Forest University

Designations & Licenses

  • Certified Financial Planner (CFP®)
  • Series 7, 63, 66
  • Life, Health & Annuities License

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