Deep Enrich
David Wells, MBA, CFP
Private Wealth Advisor
103 followers
Asheville, North Carolina, United States
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About me
President at Wells Financial Management, LLC
Education
Hammond School
-High School
University of South Carolina-Columbia
-General Studies
University of North Carolina at Asheville
1984 - 1986Bachelor of Science (BS) Business Administration and Management
Appalachian State University
1986 - 1988Master of Business Administration (MBA) Business Administration and Management, GeneralActivities and Societies: Vice President- Graduate Business Students Association
Experience
Wells & Associates / American Express Financial Advisors
Mar 1990 - Jun 2011Private Wealth AdvisorWells Financial Management, LLC
Jul 2011 - nowPresident
Licenses & Certifications
- View certificate
Certified Financial Planner
CFP Board
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