Individualized and Organized

We believe that successful wealth management begins with careful consideration of every issue we must work through to successfully address your goals for building, maintaining, and transitioning your wealth. Your financial situation is unique, complex, and evolving – we’re here to help relieve the burden of financial stress and work alongside you to help accomplish your goals. Our Envision® planning process is a key component to our team’s goals-based approach.

Our team believes your plan should be:



The best part? Simply login to your online account to check if you’re on track to meet your goals. And we’re here to answer your questions and concerns that arise.

Bolster Your Plan

We’ve developed a range of investment solutions that we continue to evolve and enhance. We are prepared to serve your needs through our full suite of financial products:

Private Wealth Focus

Complex wealth management challenges require elevated services and capabilities

Dee Warner earned the title of Certified Private Wealth Advisor, meaning he work with sophisticated clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, he coordinates with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

He is committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. He works with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning.

Leveraging a team approach to serving clients

Our experience has shown the myriad ways to manage significant wealth can exceed the knowledge base of one financial advisor. That’s why we embrace the value of a team approach to address every client’s unique challenges and opportunities.

The Value of Working with a Certified Private Wealth Advisor

· We work with a limited number of clients with comprehensive wealth needs.

· We leverage access to resources and knowledge on behalf of our clients from across Wells Fargo Bank

· We coordinate with our clients’ other professional advisors to help ensure our wealth plan is cohesive

· We’re committed to continually evolving our skills and knowledge

· We take a multi-generational approach to wealth management, serving client families for decades

Putting your family F.I.R.S.T.

Faith, Integrity, Respect, Service, Trust

These values influence the way we approach your wealth and your family. Significant wealth can introduce complex, multi-generational issues for our clients. That’s why we’re passionate about helping you and your family with financial literacy, creating a “family mission statement,” and walking with you through major life changes.

Contact us to find out if working with a Certified Private Wealth Advisor is right for you.
Warner, Hood, Hardee & Stroud Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IN, MA, MD, MI, MO, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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