Aaron Wells' Professional Contact Details

Mobile Number (Verified)
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HQ
+1 800-934-3303
Location
Chattanooga, Tennessee

Aaron Wells' Current Company Details

FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in thei...
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth.We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses.Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.
mergers
acquisitions
transaction support
valuation services
business consulting
synthetic equity
entity development
compensation structuring
analytics
succession planning
business appraisals
growth strategies
benchmarking
continuity plans
transfer of ownership
legal services
equity pathways
equity management solutions
entity structure
multigenerational businesses
ria
independent advisors
financial services
b2b
management consulting
information technology & services

Aaron Wells' Work History and Education

FP Transitions
Business Appraiser
2015 - Present
LPL Financial
Senior Analyst, Finance
2020 - 2021 • 2 years

Others Named Aaron Wells

Logistics Specialist at US Navy
Software Developer at Catalyst
Assistant Operations Manager at Amerhart Ltd
Senior Director - Currency Risk Management at The Coca-Cola Company
Lead Engineer / Principal Engineer for OSR in Component Engineering at Delta Air Lines
Staff at

Frequently Asked Questions about Aaron Wells


What company does Aaron Wells work for?

Aaron Wells works for FP Transitions.

What is Aaron Wells' role at FP Transitions?

Aaron Wells' role at FP Transitions is Director of Valuations.

What is Aaron Wells' email address?

Aaron Wells' email address is a**@fptransitions.com.

What is Aaron Wells' business email address?

Aaron Wells' business email address is a**@fptransitions.com.

What is Aaron Wells' direct mobile number?

Aaron Wells' direct mobile number is (614) XXX-XXXX.

What is Aaron Wells' HQ phone number?

Aaron Wells' HQ phone number is +1 800-934-3303.

What industry does Aaron Wells work in?

Aaron Wells works in the Financial Services industry.

Who are Aaron Wells' colleagues?

Aaron Wells' colleagues are Frederick Hanish, Rachelle Cater, Shelby Wells, Alison Fagan and more.

Colleagues at FP Transitions

Office Coordinator
Marketing Specialist
Listings Coordinator
Business Development, Sales Support Specialist

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