David Bains, CPWA, CIMA, CEPA

Vice President - Investments, Senior Financial Advisor

Investment Philosophy

As a Certified Private Wealth Advisor® and CIMA® professional, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses by specializing in investment management consulting and wealth advising through Wells Fargo Advisors. Through a long-term investment approach and advanced investment planning, I help clients develop and implement strategies for building wealth and realizing their goals. I can collaborate with you and your other advisors (including your CPA and attorney) to develop a personalized estate planning strategy*. I do this to provide objective and timely financial advice and guidance, with the highest level of professional service, for my clients.



*Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

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, MT, NV, NY). 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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