portrait of Sam Wells

About Sam

As an Edward Jones financial advisor, I believe it's important to invest the time it takes to understand what is most important to you and your family. In doing so, I can help to determine the most appropriate strategy.

I joined Edward Jones in 2004 and opened my branch office in Walla Walla. Since then, I have become a limited partner in the firm. However, my passion for investing began early in life and led to my studying economics in college.

My family moved from Seattle to Walla Walla in 2000. I raised my three children here and they attended Walla Walla...

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 2004 to Current

Education

  • Univ of the PacificBachelors

Personal Interests

  • Running
  • Woodworking
  • Backpacking
  • Gardening
  • Hiking

Team Members

  • Vanessa Beltran
    Branch Office Administrator

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