David W. Wells, ChFC, CRPC, Director of Financial Services, Joins Insurance Management Group

Monday, May 13th, 2019

David Wells has joined Insurance Management Group as its Director of Financial Services, specializing in comprehensive financial analysis and client centric financial strategies.

“The challenges and complexities of today’s economic environment warrants focused collaboration and coordination in one’s financial decision making, and we believe that by bringing our collective resources together we can best serve you, our client. With our continued ability to offer truly independent advice, we can bring quality, objective solutions to the table, while never trying to put a square peg in a round hole.” says Wells.

David has been in the financial services industry since 1992, drawing much of his real-life experience from being a business owner himself. Starting his working career with SCE&G in 1985, David quickly realized that he wanted greater control over his destiny and opened two men’s clothing stores in Charleston, SC in 1987. After exhausting all the fun, and himself, out of retail, he knew he really wanted to maintain the many relationships he’d developed and ventured into the financial services arena.

Wells adds, “It has been humbling over the years to witness the incredible impact proper planning can have on people’s lives. From the joy of helping a young couple purchase their first home to watching an elder couple retire comfortably. Efficiently coordinating family investment portfolios, helping families adequately save for college, the bittersweet delivery of a family and/or business-saving death benefit, and covering long-term care expenses or a disability check that pays a family’s bills. Life changing is an understatement!

 Credentials

Registered Representative, Lincoln Financial Securities Corporation

Licensed Life, Accident, and Health Representative

ChFC - Chartered Financial Consultant, The American College

CRPC - Certified Retirement Planning Counselor, College for Financial Planning

Salvation Army Advisory Board since 2006, previous Chair

Clemson University Board of Visitors, Student Affairs Chair 2016

Graduate of Clemson University

Member of Shandon Baptist Church