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Patricia G. Wells
CERTIFIED FINANCIAL PLANNER ™ Professional

Securities Registrations and Insurance Licenses

Series 4 (General Options Principal)
Series 7 (General Securities Registration)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities State Law)
Series 65 (Uniform Investment Advisor)
Investment Advisor Representative
Insurance Licensed in Life, Health and Variable Annuity

Education

Harvard University
1981: BA Economics Harvard College
1983: MBA Harvard Business School


 Experience/Accomplishments

August 2000 - Present:   CERTIFIED FINANCIAL PLANNER ™ Professional,
Wells Investments, Inc.

2005 - Nationally nominated for
"Best Financial Planning Practice"
Money Magazine

1989 - July 2000:    Vice President,
OppenheimerFunds

1986 - 1989:   Vice President,
Director of Mutual Fund Marketing,
Raymond James & Associates

1983 - 1986:    Vice President,
Corporate Finance,
Raymond James & Associates


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.