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Douglas E. Wells
Senior Vice President
Financial Advisor
Portfolio Management Director
Financial Advisor
Portfolio Management Director
tel: (330) 670-7788
toll free: (877) 466-9708
fax: (330) 670-4660
Professional Details
- Financial Advisor since 1982
- BA - The Ohio State University, 1977
- Previous Experience with a Division of Sara Lee As a Financial Analyst
- Helped Develop The Asset Allocation and Investment Selection for the Team
- Oversees the Model That Drives the Investment Selection
Douglas E. Wells
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, ME, MI, MO, MS, NC, NJ, NM, OH

Ralph E. Trecaso
Senior Vice President
Financial Advisor
Portfolio Management Director
Financial Advisor
Portfolio Management Director
tel: (330) 670-7789
toll free: (877) 466-9708
fax: (330) 670-4660
Professional Details
- Financial Advisor since 1985
- BS - Accounting, 1983
The University of Akron - Prior Experience As a Certified Public Accountant
- Directs the Teams Financial Planning Including Retirement & Estate Planning Strategies
Ralph E. Trecaso
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, ME, MI, MO, MS, NC, NJ, NM, NY, OH, PA, TX, WI

Christopher C. Walters
Financial Advisor
tel: (330) 670-7791
toll free: (877) 466-9708
fax: (330) 670-4660
Professional Details
- Joined the Team in 1999
- BS - Business Finance / Minor in Economics, 2000
University of Akron - Experienced in Investment Research and Selection, Financial Planning and Asset Allocation Strategy
- Series 7, 31, 66 & Insurance Licensed
Christopher C. Walters
is licensed in the following state(s):
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, ME, MI, MO, MS, NC, NJ, NM, OH, PA, SC, TX, VA, WV

Michelle L. Weaver
Portfolio Associate
tel: 330.670.7792
fax: 330.670.4660
Professional Details
- Financial Industry Experience since 1993
- Series 7, 63 Licensed
- BS - Finance, 1993
University of Akron - Notary Public State of Ohio
- CSA Coach
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