Advisor at Merrill
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Deneen Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients pursue their financial goals through customized plans tailored to personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income.
Deneen holds a Bachelor's and a Master's degree from Appalachian State University and carries multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is active in her community, participating in organizations such as Circle of Giving, Greater Statesville Chamber of Commerce, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, and Statesville Woman's Club. In her personal time, Deneen enjoys cooking, football, hiking, reading, soccer, spending time with her family, and traveling.
Bank of America, N.A.
2023 - Present (3 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
Edward Jones
2018 - 2022 (4 years)
Mary Kay Cosmetics
2015 - Present (11 years)
Silpada Designs
2013 - 2016 (3 years)
Iredell-Statesville Schools
2009 - 2018 (9 years)
CFP®, Series 63, Series 66
Statesville, NC
Edward Jones
ChFC®, Series 66
Claremont, NC
Edward Jones
Series 66
Statesville, NC
Edward Jones
Series 66
Statesville, NC
Edward Jones
CFP®, Series 66
Statesville, NC
Edward Jones
Series 66
Statesville, NC
Edward Jones
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