Scott Wells

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Scott Wells, CFP®, CKA®, is a hands-on financial advisor with a passion for helping individuals and their families secure their financial futures. With over 30 years of experience in the industry, Scott embarked on this career path in 1992, taking advantage of his Duke University education and work for NC-based research-oriented employers.

Scott’s expertise spans the gamut of financial offerings from many organizations: insurance companies, banks and credit unions, brokerage, and money management firms. This includes the least risk capital products, such as FDIC-insured savings accounts and CDs; Treasury-issued Bills, notes, and bonds; and insurance company-backed fixed and fixed indexed annuities. As an independent broker, Scott has partnered with many of the nation’s top-rated AM best carriers, ensuring access to superior rates and tailored solutions for his clients.

Using his extensive software systems work experience and analytical skills, Scott conducts in-depth analyses of his clients’ financial situations: identifying their wants, needs, and goals. This comprehensive approach facilitates his customizing financial strategies that align with his clients’ long-term objectives. As a Certified Financial Planner certificant since 2001, Scott applied a client-first “Fiduciary Standard” long before securities and insurance regulators defined their versions of it.

Scott purposefully strives to educate his clients to improve their understanding of financial strength and risks, while elevating their personal financial planning decisions. His commitment to financial literacy is evidenced by his teaching many classes for professionals and for clients. At the College of Charleston, Scott taught the Insurance and the Investment courses to CFP® aspirants. Within large and small employer organizations, he taught portions of the CFP® Retirement Savings and Income Planning course; plus, numerous FINRA exam courses, for the Series 6, 7, 24, 65, and 66. Outreach to individuals included Dave Ramsey Financial Peace University classes and over a year of publishing financial planning articles in two Charleston SC monthly periodicals.

Feel free to give Scott an interesting or plain challenge!