About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Lance S. Barnes

Lance S. Barnes

  • CFP
  • ChFC
  • CLU
  • President
Donna R. Reese

Donna R. Reese

    • Operations Manager
    BWM Team Photo

    We Work With You. And For You.

    My Family

    Lance Barnes and Wife
    Lance Barnes Children
    Lance Barnes Family
    Lance Barnes Family
    Lance Barnes Daughter
    Lance Barnes Daughter Tennis
    Lance Barnes Son Baseball Picture
    Lance Barnes
    Wife and Daughter
    Family Photo
    Barnes WM Office Interior

    What Could Your Wealth Do?

    Our team can provide a detailed plan with specific recommendations.

    Barnes Wealth Management

    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, CO, CT, FL, GA, ID, NC, NJ, OH, OK, RI, SC, TN, TX, VA, WI, WY). 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.

    A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

    © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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