David Wells, MBA, CFP

David Wells, MBA, CFP

Private Wealth Advisor

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location of David Wells, MBA, CFPAsheville, North Carolina, United States

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  • Timeline

  • 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 - 1986
      Bachelor of Science (BS) Business Administration and Management
    • Appalachian State University

      1986 - 1988
      Master of Business Administration (MBA) Business Administration and Management, General

      Activities and Societies: Vice President- Graduate Business Students Association

  • Experience

    • Wells & Associates / American Express Financial Advisors

      Mar 1990 - Jun 2011
      Private Wealth Advisor
    • Wells Financial Management, LLC

      Jul 2011 - now
      President
  • Licenses & Certifications