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.
David Feller is a Managing Director-Investments at Wells Fargo Advisors’ Bellevue office. For over 30 years, he has assisted a small group of families with the management of their investment portfolios. He is dedicated to helping address investors' financial concerns by developing their own personalized Investment Strategy, Asset Allocation, and Risk Management. His investment strategies include estate investment planning issues, retirement income analysis, tax savings strategies, employee stock option analysis, private money management services, and education savings. He helps clients develop diversified and risk appropriate portfolios using stocks, bonds, and cash alternatives as the primary investment vehicles.
David received his B.S. from the University of Michigan. David has earned his CERTIFIED FINANCIAL PLANNER™* certification as well as Certified Investment Management Analyst (CIMA®). Certified Investment Management Analyst is an advanced investment consulting course sponsored by Investment Management Consultants Association and taught in conjunction with The Wharton School at the University of Pennsylvania.
David has been the recipient of the 2019, 2020, 2021, 2022 & 2023 Best-in-State Wealth Advisors by Forbes.
Currently, David serves as an Executive Board member for the Kirkland Performance Center as well as chairs their Investment Committee. He is actively involved as an alumnus on the University of Michigan Seattle Campaign Council and the University of Michigan LS&A Dean Advisory Council. In addition, David has served on the Board of Cascadia Community College Foundation, as chair of the Yarrow Point Planning Commission, and as Council member within the town of Yarrow Point.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® or CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Wells Fargo Advisors is not a legal or tax advisor.
The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Resident State: WA
CA (Lic. # 0I05366)
Brett joined our team in March 2019, coming to us with 10+ years of banking and mortgage experience. After graduating from Washington State University, he has dedicated his career to the financial services industry holding various job titles during his tenure. He has recently moved into a more client focused role as our Financial Consultant. He is eager to learn and service the complex financial needs of our clientele.
When Brett is away from work, he enjoys spending quality time with his wife, Rae, and their sons, Jackson & Everett. They live in Auburn, WA where they spend any free time available on traveling, home remodel or just a night by the campfire. Brett is a golf & fishing enthusiast but is passionate for just about any sport. He has also recently found pleasure in home gardening and welcomes all green thumb advice.