Brian Wells

Brian Wells

Vice President

Phone: (215) 640-3839
Fax: (215) 569-2680
E-mail:
 

Since 1996, Mr. Wells has developed a broad-based practice, working with families and small businesses in multiple areas of financial services with an emphasis in retirement planning and employee benefits. He works closely with individuals to ascertain their goals and then implement financially sound strategies.

Mr. Wells is a member of the Million Dollar Round Table and a Special Needs Financial Planner with the MetLife Center for Special Needs Planning.

Mr. Wells received his B.A. in Economics and B.S. in Finance from East Stroudsburg University in Stroudsburg, Pennsylvania.

Mr. Wells resides in Pipersville, PA with his wife, Michelle and their two children.

 

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.

California Insurance License #: OK63214


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.