Kevin Mishoe, CFP®

Kevin Mishoe, CFP®

Chief Compliance Officer

Office: 919-283-2247
E-mail:
 

Kevin Mishoe graduated from Appalachian State University in 2004 with degrees in Finance and Insurance.  Kevin has worked for Wells Fargo Advisors in Chapel Hill since 2010 and holds the CERTIFIED FINANCIAL PLANNERTM certification. He is our Chief Compliance Officer, Director of Operations and Investment Advisor Representative.

Kevin is currently studying under the Chartered Financial Analyst® (CFA®) program and is a Level 2 Candidate.  The CFA® program is a globally distinguished graduate level program that requires a commitment of no less than four years to complete.

Kevin resides in Hillsborough with his wife, Torey, daughter, Lila and son, Parker. Kevin is a North Carolina native who was born and raised in Hillsborough.  Kevin enjoys spending time with his family and giving back to the community through volunteer work.  He served as vice president and secretary for the Kiwanis Club of Chapel Hill-Carrboro in past years and is an active member of the local community.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck