The Ratchford Wealth Management Group of Wells Fargo Advisors, based in Charlotte, North Carolina, offers personalized investment planning and wealth management services. Led by Managing Director Jim Ratchford, a CERTIFIED FINANCIAL PLANNER™ with over two decades of experience, the team is committed to maintaining the highest standards of integrity and professionalism in client relationships. They emphasize understanding each client’s unique financial situation to provide tailored advice and solutions. The group’s diverse clientele includes individuals, families, endowment funds, non-profit and religious organizations, as well as various types of retirement plans. With a combined industry experience exceeding 50 years, the team is dedicated to helping clients achieve their financial goals through a comprehensive and client-focused approach.