David Fields

Before joining Wells Fargo Advisors, I worked with MANNA Financial Services, after earning a bachelor’s degree in marketing from the University of Maryland. With an emphasis on continuing my education, I also earned a CERTIFIED FINANCIAL PLANNER® certification where I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. . It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We will continue to work together through the years to keep your investment strategies aligned with your goals and needs. Whether you’re seeking tax-deferred growth for your personal investment portfolio or an attractive employee -benefit plan for your business, I can help you navigate an array of complex choices. I assist with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans. I can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. 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. Away from the office,I enjoy flying single engine airplanes. My wife and I live in VA.