Client Advisory

Biography

Tina Wells is Associate in the Indianapolis office. She assists with financial planning and client portfolio review meetings, provides day-to- day client service, and coordinates with custodians for ongoing account transactions and maintenance.

Prior to joining Cerity Partners, Tina came from RSM where she was a manager. She has over 20 years of experience in the financial industry.

Outside of work, Tina enjoys the outdoors, gardening, daily walks, hiking, traveling and good coffee.

Connect with Tina

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