Douglas Wells Email & Phone Number
Managing Partner, Wealth Advisor and Carson Wealth @ Wells Trecaso Financial Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Douglas Wells Location
- Akron, OH, US
Douglas Wells Work
- Managing Partner, Wealth Advisor and Carson Wealth @ (September 2025 - Present)
- Managing Director @ (November 2017 - September 2025)
- Senior Vice President - Portfolio Management Director @ (September 2008 - November 2017)
- Senior Vice President-Senior Portfolio Manager @ UBS (August 1982 - September 2008)
Douglas Wells Education
- The Ohio State University - The Max M. Fisher College of Business
BA (Business Administration, Finance and Economics)
1973-1977
Douglas Wells Skills
- Wealth Management
- Investments
- Equities
- Financial Analysis
- Fixed Income
- Portfolio Management
- Strategic Planning
- Financial Planning
- Mutual Funds
- Series 7
Douglas Wells Summary
- Douglas Wells, based in Akron, OH, US, is currently a Managing Partner, Wealth Advisor and Carson Wealth at Wells Trecaso Financial Group/Carson Wealth. Douglas Wells brings experience from previous roles at Wells Trecaso Financial Group, Morgan Stanley and UBS. Douglas Wells holds a 1973 - 1977 BA in Business Administration, Finance and Economics @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Wealth Management, Investments, Equities, Financial Analysis, Fixed Income and more. Douglas Wells has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Douglas Wells?
Find contact details for 700 million professionals.
Others Named Douglas Wells
Top Wells Trecaso Financial Group Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co