Brian Wells

Brian Wells

Vice President

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

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.


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