David W. Wells, ChFC, CRPCDirector of Financial Services

    David has been in the financial services industry since 1992, drawing much of his real-life experience from being a business owner himself. Starting his working career with SCE&G in 1985, David quickly realized that he wanted greater control over his destiny and opened two men’s stores in Charleston, SC in 1987. After exhausting all the fun, and himself, out of retail, he knew he really wanted to maintain the many relationships he’d developed and ventured into the financial services arena.

    “The challenges and complexities of today’s economic environment warrant greater collaboration and coordination in one’s financial decision making, and we believe that by bringing our collective resources together we can better serve you, our client. With our continued ability to offer truly independent advice, we can bring quality, objective solutions to the table, while never trying to put a square peg in a round hole.”

    David grew up in Columbia before attending Clemson University, then lived in Charleston, SC for 8 years before moving back to Columbia in 1995.  David enjoys playing golf, but spends most of his spare time with his family who love traveling to the beach, mountains, and Clemson football games.  David and his wife Mary, have two sons, David and Anderson and one daughter, Elizabeth.  They are members of Shandon Baptist Church.



    • Registered Securities Representative
    • Licensed Life, Accident, and Health Representative
    • ChFC – Chartered Financial Consultant, The American College
    • CRPC – Certified Retirement Planning Counselor, College for Financial Planning
    • Salvation Army Advisory Board since 2006, previous Chair
    • Clemson University Board of Visitors, Student Affairs Chair 2016
    • Graduate of Clemson University


    Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC.  Branch Office:  1320 Main Street, Suite 700; Columbia, SC 29201.  Insurance Management Group and Lincoln Financial Securities Corporation are not affiliated.

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