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Kevin Roth Wells, Private Wealth Advisor serving the Memphis, TN area - Ameriprise Advisors

Kevin Roth Wells

Private Wealth Advisor

ACCREDITED ASSET MANAGEMENT SPECIALISTSM
Wolf River Advisory Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Interests

  • Each year my wife and I run the St. Jude Half Marathon.
  • I enjoy playing golf and tennis, when time permits.
  • My four children and their activities.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Circle of Success, 2012 - 2020

Qualifications

  • Accredited Asset Management SpecialistSM
  • Chartered Retirement Planning Counselor SM

Education

  • BBA Harding University

Community participation

St. Jude Children's Hospital

Memphis Food Bank

Rise Foundation