The Pure Wealth Team

The firm currently consists of five lead advisors and seven team members, containing six CFP® Professionals with an average 16-years of planning experience.

Our team at Pure Wealth Strategies has three main goals:

  1. Continuity – to ensure that clients and team members maintain their relationships despite the possible absence of a single advisor.
  2. Service – we can offer more robust planning collectively than we could individually.
  3. Multi-Generational Planning – to provide relatable experience and expertise at each stage of life and planning.

 

Sean Fitts , CFP®, RICP®, ChFC®, CLU®, CASL®

Principal and Wealth Management Advisor

Office 919-755-3203


Email

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Robert S Fussell , CFP®, RICP®, ChFC®, CLU®, CASL®

Principal and Wealth Management Advisor

Office 919-755-3217


Email

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Vaughn Hoban , CFP®

Principal and Wealth Management Advisor

Office 919-755-3299


Email

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Casey Peterson , CFP®

Principal and Wealth Management Advisor

Office 919-899-3774


Email

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James Bradford Wheeler , CFP®, ChFC®, CLU®, RICP®

Principal and Wealth Management Advisor

Office 336-235-0319


Email

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Gray A Rudd , CFP®

Director of Wealth Management

Office 919-899-3770


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Josie Benz

Client Service Associate

Office 919-899-3773


Email

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Kristin B Frycz

Insurance Coordinator

Office 919-755-3280


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Kathy Mitchell

Investment Operations Associate

Office 919-899-3761


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Logan Smith

Financial Planning Analyst

Office 336-890-6453


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Rob Nicholas Stone

Operations Associate

Office 919-834-7772


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Monica Ward

Financial Planning Analyst

Office 919-755-3276


Email

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