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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 ?
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Great Service |
We strive daily to not only meet but
exceed the expectations and needs of our financial
advisors.
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Team Work |
We truly are a team, we work together to
help you succeed.
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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.
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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.
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High Payout |
Keep more of what you earn.
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We have a
variety of business platforms, see which one is
right for you,
click the icon below
to
complete our
Candidate Information
Form.
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