Wells Investments, Inc.

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    • Home
    • Retirement Planning
    • Estate Planning
    • Professional Management
    • Become a Wells Client
    • Trust Services

Wells Investments, Inc.

Wells Investments, Inc.Wells Investments, Inc.Wells Investments, Inc.
  • Home
  • Retirement Planning
  • Estate Planning
  • Professional Management
  • Become a Wells Client
  • Trust Services

Your Dedicated Personalized Strategy Team

Across the spectrum of the Wells Investments, you will find a professional, friendly support staff to serve you. They are highly qualified in their education and industry experience, and trained in the Wells “I Will” philosophy of creating a positive, caring client experience and getting the job done.

Dr. Patti Wells

Chief Economist and Portfolio Manager. 


Doctorate Dissertation on "Risk Analysis in Portfolio Management.”  


Securities  Registrations

Series 4 (Options Principal Registration)

Series 7 (General Securities Registration)

Series 24 (General Securities Principal Registration)

Series 63 (Multi-State Registration)

Series 65 (Investment Advisory Registration)

Series 79 (Investment Banker)

Series 99 (Operations Principal)

Education

Education

Education

Harvard College
Harvard Business School

University of South Florida
College For Financial Planning 

Education

Education

BA Economics, Magna Cum Laude, Phi Beta Kappa
MBA

Doctorate of Business Administration
CERTIFIED FINANCIAL PLANNER™ Professional 

Experience / Accomplishments


  • 2009 to Present Co-Founder, Managing Member, Valor Financial Securities, LLC 
  • 2000 to Present Executive Vice President and President, Wells Investments, Inc.  
  • 1989 to 2000 Vice President, Oppenheimer Funds
  • 1986 to 1989 First Vice President, Director of Mutual Fund Marketing, Raymond James & Associates
  • 1983 to 1986 Vice President, Corporate Finance, Raymond James & Associates 

Dr. Jim Wells

Chief Investment Officer and Portfolio Manager


Doctorate Dissertation on “Problems in Revocable Living Trusts that lead to Litigation.”    


Securities  Registrations 

Series 7 (General Securities Registration)

Series 24 (General Securities Principal Registration)

Series 27 (Financial Operations Principal)

Series 63 (Multi-State Registration)

Series 65 (Investment Advisory Registration)

Series 79 (Investment Banker)

Series 99 (Operations Principal)

Education

Education

Education

West Point (USMA)

Harvard Business School

University of South Florida 

Defense Intelligence School
Defense Contract Management School
Marymount College of Northern Virginia 


Education

Education

BS Engineering

OPM 

Doctorate of Business Administration
#2 Graduate
#1 Graduate
MBA Program 

Education



GPA 3.97

GPA 4.0

GPA 4.0

GPA 4.0

 

Experience / Accomplishments

  • 2009 to Present President & CEO, Valor Financial Securities LLC
  • 1995 to Present CEO / Chief Investment Officer, Wells Investments, Inc.
  • 2008 Nationally nominated “Winner’s Circle, ‘State-By-State’” – Barron’s Magazine
  • 2005 Nationally nominated for “Broker Of The Year Award” – Registered Rep Magazine
  • 2005 Nationally nominated for Best Financial Planning Practice – Money Magazine
  • 2005 Recipient of the Ronald Reagan Gold Medal For Business Leadership
  • 2003 “Businessman of the Year” – Business Advisory Council
  • 1992 to 1995 Vice President, PaineWebber
  • 1987 to 1992 Financial Consultant
  • 1987 “Portfolio Manager Of The Year”
  • 1986 to 1989 Investment Columnist: “Wells On Wall Street”
  • 1985 Representative of the Year – Fortune 500 Company
  • 1983 to 1984 Captain U.S. Army – Military Intelligence Officer

Wells Investments, Inc. | 863-294-3361

Securities offered through Valor Financial Securities LLC, Member FINRA and SIPC. 


Investment advisory services are offered through Wells Investments, Inc., a state of Florida registered investment advisor. Registration with any state   securities authority or the United States Securities and Exchange Commission does not imply a certain level of skill or training.   


The information set forth herein on this website was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us of the purchase or sale of any securities or commodities, or investment strategy. 


Investing involves risk. There is always the potential to lose money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining prices, and declining or rising markets. 


Wells Investments, Inc., and its investment advisor representatives, companies under common ownership, and their financial advisors/representatives do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial   decision.


Guarantees on insurance products are backed by the claims-paying ability of the insurance company.  


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