Douglas Everett Wells

Current Employers

Employment History

• 06/2009 → 11/2017
  Morgan Stanley Smith Barney
  Akron, OH
• 12/2017 → 12/2025
  Wells Trecaso Financial Group, Llc
  Akron, OH
• 11/2017 → 10/2019
  Ifs Securities, Inc.
  Akron, OH
• 11/2017 → 12/2017
  Ifs Advisory, Llc
  Akron, OH
• 09/2019 → 09/2025
  Cabot Lodge Securities Llc
  Akron, OH
• 09/2025 → Present
  Cwm, Llc
  Omaha, NE
• 09/2025 → Present
  Wells Trecaso Financial Group - Carson Wealth
  Akron, OH

Previous Registrations

• 2019-01-04 → 2025-12-31
  Wells Trecaso Financial Group, Llc
  Akron, OH
• 2017-11-03 → 2019-03-06
  Sb Advisory, Llc
  Atlanta, GA
• 2009-06-01 → 2017-11-06
  Morgan Stanley
  Akron, OH
  Akron, OH
• 2008-09-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Akron, OH
• 1992-10-07 → 2008-09-15
  Ubs Financial Services Inc.
  Akron, OH
  Akron, OH

Other Businesses

NAME OF BUSINESS: Holy Family Catholic Church NATURE: Non-Profit START: 8/27/2025 POSITION: Board Member/Finance Committee APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Work with the committee on how the church balances their budget. NAME OF BUSINESS: Hope Ignites Northeastern Ohio NATURE: Non-Profit START: 08/27/2025 POSITION: Member Member/Finance Committee APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Oversee the asset allocation of the endowment NAME OF BUSINESS: Walsh Jesuit High School Endowment NATURE: High School Endowment START: 07/2024 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Help oversee the investment allocation. FIXED INSURANCE NATURE: Insurance START: 10/1982 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-13
• S63 Uniform Securities Agent State Law Examination
  1982-10-19

Other Names

• Douglas Everett Wells
• Douglas E Wells