Terry B. Wells,  CFP<sup>&reg;</sup> - Financial Advisor

Terry B. Wells, CFP®

Managing Principal

TSW Wealth Management

161 Worcester Rd, Ste 205
Framingham, MA 01701
FINANCIAL ADVISOR'S WEBSITE
(508) 655-9303

General

Terry Wells is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TSW Wealth Management in Framingham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Disclaimer

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory services offered through Wells Financial Advisors, Inc. d/b/a TSW Wealth Management. Wells Financial Advisors, Inc. and TSW Wealth Management are not affiliated with Triad Advisors, LLC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Retirement

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