Bechler and Thomas Wealth Management

About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Philosophy  

Core Principles  

Location  

We’re conveniently located. Give us a call or stop by.

Meet Our Team

David D. Thomas , MBA

Senior Vice President - Investments
Senior PIM Portfolio Manager

Phone: 216.574.7282
Email: david.d.thomas@wellsfargoadvisors.com
David is a Senior Vice President – Investments with Bechler Thomas Wealth Management. He has been delivering personalized investment advice and services for foundations, businesses, and families for over thirty years. His extensive experience through major market shifts has enabled him to assist clients in structuring well balanced portfolios that address their specific financial goals.

David is also a Senior Portfolio Investment Manager (PIM), responsible for designing and managing discretionary portfolios to help clients meet their unique financial goals through the eMoney® planning process.

David began his career as an Investment Portfolio Manager at National City Bank and successor PNC Bank – Cleveland. In 2017 he joined Wells Fargo Advisors as a Senior Vice President and in 2020 helped form Bechler Thomas Wealth Management.  

David has a BBA from Baldwin Wallace University and an MBA from Cleveland State University.

*The PIM program is not designed for excessively trades or inactive accounts and is not appropriate for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account size for this program is $50,000.

Adam Bechler, CIMA, AIF

Senior Wealth Advisor
Senior Vice President - Investments

Phone: 216.574.7278
Email: adam.bechler@wfadvisors.com
As a Premier Advisor*, Adam has been delivering personalized investment planning services for foundations, businesses, and families for more than 30 years, starting his career with Prudential Securities and successor Wells Fargo Advisors. His focus is on goals-based planning for high net-worth clients in addition to the application of various investment philosophies and strategies for institutions.

Adam achieved his Bachelor of Science in Business Administration (BSBA) specializing in Finance from Bowling Green University. He holds the Certified Investment Manager Analyst, CIMA® designation, and is an Accredited Investment Fiduciary, AIF®. He also serves on the Board of a local community based behavioral health agency – Recover Resources; focused on helping triumph over mental health and addictions.

In his spare time, Adam enjoys outdoor activities, travel and spending time with his family.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, FL, IN, KY, MI, NC, OH, PA, TN). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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