Brett Wells Email & Phone Number
Director
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Brett Wells Location
- Baltimore, MD, US
Brett Wells Work
- 2026 -now Vice President, Wealth Advisor @
- 2025 -2026 Director @ Axis Consulting
- now Director @ Axis Consulting
- 2021 -2023 Retirement Plan Investment Advisor and Consultant @
- 2012 -2020 Senior Vice President - Regional Sales Executive, Retirement and Institutional Services @
- 2008 -2011 Vice President, Retirement Sales Executive @
- 2000 -2008 Assistant Vice President, Retirement Sales Executive @
Brett Wells Education
- Mount St. Mary's University
BS (Business and Finance)
- St. Paul's School (MD)
Brett Wells Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Consultative Sales Management
- Defined Contribution
- Retirement Planning
- Certified Investment Management Analyst
- Investments
- Negotiation
- Series 6
- 401k
- Benefits
- Asset Allocation
- Investment Advisory
- Institutional Sales
- Wealth Management
- Investment Strategies
- Asset Management
- Institutional Portfolio Management
- Business Strategy
- Sales Presentations
- Retirement
- Series 65
- Series 7
- Investment Management
Brett Wells Summary
- Brett Wells, based in Baltimore, MD, US, is currently a Director at Axis Consulting. Brett Wells brings experience from previous roles at F.N.B. Corporation, Axis Consulting, OneDigital and Truist. Brett Wells holds a BS in Business and Finance @ Mount St. Mary's University. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Consultative Sales Management, Defined Contribution and more. Brett Wells has 1 emails and 1 mobile phone numbers on RocketReach.
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