Bailey B. Bartee,  CFP<sup>&reg;</sup> - Financial Advisor

Bailey B. Bartee, CFP®

MBA

Director

Vine & Branch Capital, LLC

7615 Colony Road, Suite 215A
Charlotte, NC 28226
FINANCIAL ADVISOR'S WEBSITE
(980) 701-0870

General

Bailey Bartee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Vine & Branch Capital, LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources