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Our financial advice team


Kevin Roth Wells Ameriprise Financial Advisor

Kevin Roth Wells

CRPC®, AAMS®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Wolf River Advisory Group
26
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.

Community participation

St. Jude Children's Hospital

Rise Foundation

Qualifications

  • Accredited Asset Management SpecialistSM
  • Chartered Retirement Planning Counselor SM

Education

  • BBA Harding University

Professional associations

  • Midsouth Strategic Research Group
  • Memphis High Performance Team
  • Christian Financial Advisor Network