David Bains, CPWA, CIMA, CEPA

Vice President - Investments, Senior Financial Advisor

What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we will help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate individualized planning approach that goes way beyond simply aiming for returns and hoping for success. Here is what you can expect from us:

  • Time – to get to know you and what matters most to you and your loved ones.
  • A personalized investment plan tailored to your unique life goals.
  • Scheduled reviews with you to help ensure you are on track to meet your objectives and risk tolerance.
  • Taking initiative and being pre-emptive by anticipating your future needs and providing holistic solutions.
  • Big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We will talk through any necessary adjustments to your strategy.

Put your future into focus today. Contact us to schedule a free consultation.

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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