Industry Experience: Since 1992
Wells Fargo Advisors Experience: Since 2011
Hometown: Wood-Ridge, NJ
Resides: Cornelius, NC
Charitable Interests: First Tee of Charlotte
 

Tod E. Wells, First Vice President – Financial Advisor is originally from Wood-Ridge, NJ and a 1992 graduate of Clemson University. He has worked in the investment and financial services industry for over 25 years helping clients build, manage, protect and transition their wealth.

Tod began his career in the financial services industry in 1992 at The Financial Group. Two years later he joined First Union as a Financial Advisor. During this time, he attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and transitioned to Merrill Lynch. In 2011, Tod rejoined Wells Fargo Advisors as a Financial Advisor and Branch Manager. Tod holds principal, supervisory, insurance, and commodity certifications. 

From 2019 – 2022, Tod has been named as a Platinum Council Advisor and Platinum Council Manager with Wells Fargo Advisors.  The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. The 2019 - 2022 Platinum Council Manager distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives. 

Tod has been married to his wife, Gina, since 1994 and they reside in Cornelius, NC along with their 2 sons. As an avid golfer, he is a passionate supporter of the First Tee of Charlotte.

Industry Experience: Since 2009
Wells Fargo Advisors Experience: Since 2021
Hometown: Cornelius, NC
Charitable Interests: Levine Children’s Hospital; 15 for Life Foundation
  
It has always been Brent’s mission, both personally and professionally to be of service to others. He is honored to have the opportunity to serve our clients and help them build, manage, and protect their wealth so they can spend their time on what matters most to them.

Brent comes to Davidson Wealth Management of Wells Fargo Advisors with extensive experience in key areas of wealth management. Starting his career at LPL Financial in 2009, he built a foundation on client service.  Before joining the Davidson Wealth Management team, Brent has collaborated with Wells Fargo Advisors, including our team, as an insurance and estate-planning consultant where he focused on providing sophisticated and unbiased risk management solutions for high-net-worth client families.  Brent is able to consult, design, and help implement complex investment planning strategies while simplifying the client experience.   

In 2016, Brent obtained a Chartered Retirement Planning Counselor designation from the College for Financial Planning. This program is focused on retirement planning strategies for individuals and helping clients build a “road map to retirement”. While being well-versed in both retirement and insurance planning, he is aware those are only two of the areas of true holistic financial planning. He constantly seeks to collaborate with colleagues and leverage the vast resources available to Davidson Wealth Management clients to assure he encompasses holistic planning opportunities. 

Outside of the office, Brent’s life revolves around his wife and best friend Brooklin, and their daughter Harper. When they’re not at soccer or lacrosse practice, Brook and Brent stay active in volunteering at Levine Children’s Hospital. Having been NICU parents, they have seen and experienced the miracles Levine’s perform and try their best to give back.

CA Insurance License Number 4194683. Resident State: NC

Industry Experience: Since 2021
Wells Fargo Advisors Experience: Since 2021
Hometown: Davidson, NC
Charitable Interests: The Ability Experience
  
Alex is a 2021 graduate of Clemson University with a BS in Finance. At Clemson he was a leader in his fraternity, Phi Kappa Phi.

Alex grew up in the financial services industry as his dad works for Janus Henderson Investors. Alex serves as both a client service associate and as internal support to his teammates.  Alex’s role is to assist in portfolio management and research of the Davidson Wealth Management FA Directed program known as Private Investment Management.  Alex provides research of individual companies as well as outside investment managers. He provides accounting and investment reports, as needed by clients and teammates.

Alex is driven. He has a passion for learning and looking at numbers. Often Alex is both first to arrive and the last leave the office. He is passionate about helping clients and teammates with investment insight. 

Alex enjoys golf and is an avid sports fan, especially all things Clemson.

CA Insurance License Number 4190285. Resident State: NC

Industry Experience: Since 1997

Wells Fargo Advisors: Since 1997

Hometown: Syracuse, NY

Resides: Huntersville, NC

Charitable Interests: The Ada Jenkins Center, Habitat for Humanity
 

Lisa is a Senior Registered Client Associate who brings 24 years of financial services experience to Davidson Wealth Management of Wells Fargo Advisors.  Lisa began her career with Wells Fargo Advisors in 1997 in Upstate New York and relocated to Huntersville, NC in 2011 to be close to her grown children.

Lisa joined Davidson Wealth Management in February of 2021.  She helps to ensure that all the administrative needs associated with client’s accounts are handled accurately and quickly.  Lisa also oversees day-to-day activities, including opening new accounts, updating existing account information, managing asset movements and answering questions regarding client’s statements.

Lisa currently resides in Huntersville, NC.  She has a daughter, Nicole, a son, Nathan and two grandchildren, Henry & Harper.  Away from the office, Lisa enjoys spending quality time with her family and two dogs.

CA Insurance License Number O189107.  Resident State: NC