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 & 2024 Forbes Best-in-State Wealth Advisors.

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.

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 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)

With more than 30 years of financial services experience, starting at Sun Life of Canada, then A.G. Edwards & Sons, Deb is a Wells Fargo Advisors, Premier Client Associate.  The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.  Deb received this in 2013.  She strives to ensure that our clients’ administrative, trading, and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, estate transfers, and answering questions regarding statements and account activity. What she loves most about her role has been the opportunity to get to know our clients, learn life lessons from them, hear the latest about their families, relive their latest adventures as well as understand what makes them happy.

Away from the office you will most likely find her at a baseball field cheering on her son, Ian, and his teammates.  In between games she tries to stroll on a beach as much as possible and read as many books as she can.