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Managing Director - Investments, Wells Fargo Advisors

David Feller is a Managing Director-Investments at Wells Fargo Advisors’ Bellevue office. For over 30 years, he has assisted a small group of accredited families with the management of their investment portfolios. He is dedicated to helping solve investors' financial concerns by developing their own personalized Investment Strategy, Asset Allocation, and Risk Management. His investment strategies include estate investment planning issues, retirement income analysis, tax savings strategies, employee stock option analysis, private money management services, and education savings. David has earned his CERTIFIED FINANCIAL PLANNER™* certification as well as Certified Investment Management Analyst (CIMA®). David has been the recipient of the 2019, 2020 & 2021 Best-in-State Wealth Advisors by Forbes.

Currently, David serves as an Executive Board member for the Kirkland Performance Center as well as chairs their Investment Committee. He is actively involved as an alumnus on the University of Michigan Seattle Campaign Council and the University of Michigan LSA Dean Advisory Council. In addition, David has served on the Board of Cascadia Community College Foundation, as chair of the Yarrow Point Planning Commission, and as Council member within the town of Yarrow Point.

Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wells Fargo Advisors
is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-03212025-5969407.1.1