I have been a financial advisor for over 12 years, six with Edward Jones. I have earned the designation of CFP®.
I have a passion to help others and serve a wide range of clients. Many of my clients are enjoying their retirement. Others are business owners, highly successful professionals, physicians or educators. I focus on helping my clients create long-term financial stability and success to give them the freedom to focus on what is truly important to them. These goals are highly personal to each client and my team and I tailor each client relationship to their needs. These goals can be creating and building wealth, charitable or family giving, protecting their assets or ultimately transferring wealth to who and what clients care most deeply about.
In order to provide this deep and comprehensive level of financial service, I will collaborate with your most trusted professionals such as, your accountant, attorney or other partners in order to create the most optimized solution. I use an established process to determine client goals, then partner to address risks to achieving objectives and opportunities to increase success. My office team and I work to deliver an ideal and personalized client experience by continually monitoring client's situations on an ongoing basis and informing clients of changes when needed. I understand clients are often busy and strive to simplify and streamline this vitally important area of life.
Outside of Edward Jones, I'm married to my wife, Diana, who is a registered nurse and has two children, Lilliana (5) and Jack (4). Most weekends are filled with kids' activities, exploring a nature trail, fishing or the swimming pool.
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Employee Stock Options
Phone NumberJames C Wells at (919) 846-8420
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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