David wells, ChFC®, crcp®
Financial Planner
CONTACT AT
Email: david.wells@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 238 - 8880 (Call Only)
My Biography
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Clemson University – B.S. in Administrative/Business Management
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Experience in the financial services industry since 1992
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Concentration in financial planning; retirement plans; retirement income positioning; wealth management; and business and estate planning.
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Series 6 and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
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Business owner and entrepreneur who readily identifies business issues and the application of practical solutions
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Wife Mary and our three children Elizabeth, David, Jr. and Anderson. Our four-legged kids include Tilly, Oakley, and Banks.
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Enjoys the outdoors including water sports, golf, hiking and spending time with our family