Scott Wells Email & Phone Number

Scott Wells Email & Phone Number

Investment Advisor Representative, Certified Financial Planner Practitioner @ Family Legacy Concepts

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Scott Wells's Location

Charleston, South Carolina, United States

Scott Wells's Work

  • Investment Advisor Representative, Certified Financial Planner Practitioner @ Family Legacy Concepts
  • Member @ Commerical Investment Division Ctar
  • Compliance Director @ MetLife
  • Trust Officer, Financial Planning Unit @ Bb&t Trust
  • Investment Counselor @ BB&T
  • Account Executive @ Nationssecurities
  • Group Manager @ Leonard Financial Planning Systems
  • Project Manager @ Gallup Poll Uai Market Research

Scott Wells's Education

  • College for Financial Planning

    2000 - 2001
  • Duke University

    Bachelors (Economics)

    1970 - 1980
  • Monmouth College

    (Mathematics)

    1970 - 1971

Scott Wells's Skills

  • Estate Planning
  • Advisory Services
  • Investments
  • Variable Annuities
  • Fixed Annuities
  • 401k
  • Advisory Accounts
  • Financial Analysis
  • Asset Allocation
  • Financial Services

Scott Wells's Summary

Scott Wells, based in Charleston, South Carolina, United States, is currently a Investment Advisor Representative, Certified Financial Planner Practitioner at Family Legacy Concepts, bringing experience from previous roles at Commerical Investment Division Ctar, Metlife, Bb&t Trust and Bb&t. Scott Wells holds a 2000 - 2001 College for Financial Planning. With a robust skill set that includes Estate Planning, Advisory Services, Investments, Variable Annuities, Fixed Annuities and more, Scott Wells contributes valuable insights to the industry. Scott Wells has 1 email and 1 mobile phone number on RocketReach.

Scott Wells Email Address

Found 1 email address listing:

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