Supreme Alliance
47yrs
Top advisor by experience in Charlotte
11yrs
Daniel Willis
Financial advisor at Wells Fargo Advisors
Daniel Willis has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Daniel has been with Wells Fargo Advisors since 2025; before that, Daniel spent two years at Bankers Life Advisory Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2021 – now
- Feb 2018 – Dec 2019Bankers Life Advisory Services, Inc.Previously
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. Charlotte, NCOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Daniel Willis. Daniel works from the Charlotte, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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