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James Wells, Financial Advisor

FINANCIAL ADVISOR
James C Wells

CFP®
7521 Mourning Dove Rd Ste 104a, Raleigh, NC 27615opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Employee Stock Options

About James

I have been a financial advisor since 2008 and have loved helping my clients over the past 14 years. I have earned the certification of CFP®.

I have a passion to help others and serve a wide range of clients. Many of my clients are nearing or enjoying their retirement. For these clients, the creation of an income plan that meets their needs now and into the future may be a top priority and I have experience in this area. Other clients are business owners, highly successful professionals and physicians with complex needs. I focus on helping my clients create and...

Work History

  • Edward JonesJune 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Southeast Missouri State UnivBachelor of Science

Team Members

  • Janet Campagna
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 846-8420

Fax

(888) 819-2145

Office Address

7521 Mourning Dove Rd Ste 104a
Raleigh, NC 27615opens in a new window

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