portrait of Mark Y Wells

About Mark

I love stories. Everyone has one. How did they get to where they are in their career? How many children do they have? Where have they traveled in the world? Where did they come from and where were they born? What are they going to do when they retire? I love getting to know peoples' stories because it helps me in getting to know them and what's important to them.

As a financial advisor, my job is to listen to your story and help you write the next chapter in it. Whether it is starting that business you have always...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Francis Marion UniversityBachelors

Personal Interests

  • Fishing
  • Gardening
  • Golfing
  • History and Museums
  • Hunting

Team Members

  • Stephanie Ashley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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