Wells Family of Companies | Why Join Wells?

Wells Family of Investment Companies

 Why Join Wells?

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us

As a seasoned Financial Advisor, you will come to appreciate that we are different from other broker-dealers. From our back office staff to upper management we are always accessible and completely committed to assisting you so you can assist your clients. Above all else, Wells is committed to providing an environment that strives to the highest integrity, not only in how we run our firm, but how we interact with our advisors and their clients. Every entity within the Wells Family of Companies is truly managed from the top down.  Our founder’s investment career, spanning three decades, is deeply rooted in his military service. As a West Point graduate who proudly served his country as a Military Intelligence Officer, Jim Wells has used this experience and discipline to become one of Florida’s premier money managers.  

So Why Wells ?  

Great Service We strive daily to not only meet but exceed the expectations and needs of our financial advisors.
Team Work We truly are a team, we work together to help you succeed.
Accurate and Timely Solutions We are dedicated to providing you the support you need so you can focus on the needs of your clients. We start with a “Yes, we can help you.” and a "can do" attitude.
Autonomy We provide you the investment tools and latest technology, along with the freedom to utilize them as you see fit for your clients. We have all been in your shoes and understand how important this is to financial professionals.
High Payout Keep more of what you earn.
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