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Areas of Expertise

Click an Area of Expertise to see more details.

Investment Banking/Public Finance

The Public Finance team at WELLS NELSON & ASSOCIATES is a leader in providing a wide variety of financial services for our clients. Whether acting as Financial Advisor, Underwriter or Placement Agent, WELLS NELSON & ASSOCIATES is unparalleled in providing cities, counties, state governments and other political subdivisions with sound and tested financial solutions.


Correctional Facilities

Sales Tax

School Districts


General Obligation

Higher Education

Health Care


Tax Increment Financing

Tax Credits

Brokerage Services/Wealth Management

Our dedicated advisors will help you draw from a substantial suite of offerings, tailoring these products and services to fit your needs.

Investment Tools

  • Certificates of Deposits (CD’s)
  • Individual Retirement Accounts (IRA’s)
  • Stocks & Bonds

Business Retirement Plans

  • Pensions
  • 401(k)
  • Profit Sharing

Cash Management

  • Check Writing
  • Debit Cards
  • Bill Pay

Personal Financial Planning

  • College Savings
  • Retirement Savings
  • Estate Planning

    Whether short or long-term investment strategies, we can provide the knowledge and expertise to help manage risk and maximize potential opportunities.

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