Private Wealth Advisor At Wells Fargo Private Bank
Current
Jan 2011 - Present
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Dave Schelling Email & Phone Number
Managing Director - Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 702500
at
Wells Fargo Private Bank
1 work email found
@wellsfargo.com
2 phones found area 661
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 702500
Location
Los Angeles Metropolitan Area, United States, United States
Company size
Who is Dave Schelling? Overview
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Quick answer
Dave Schelling is listed as Managing Director - Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 702500 at Wells Fargo Private Bank, a company with 948 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 661, and a matched LinkedIn profile for Dave Schelling.
Dave Schelling previously worked as Private Wealth Advisor at Wells Fargo Private Bank at Wells Fargo Private Bank and Private Client Advisor at U.S. Trust Company. Dave Schelling holds Bs, Marketing from Syracuse University - Martin J. Whitman School Of Management.
Company email context
Email format at Wells Fargo Private Bank
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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Dave Schelling. Compare company email patterns before reaching out.
Profile bio
About Dave Schelling
Dave Schelling is a Private Wealth Advisor located in the Pacific South division of Wells Fargo Private Bank with more than 20 years of experience in financial services. Dave is responsible for working with high-net-worth clients to assist them in effectively managing their wealth, first by identifying each client’s unique goals and then by coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. Dave has always been fascinated by the psychology behind the financial decisions people make and don’t make, especially because he believes that he can help take some of the emotion out of the decision-making process. Furthermore, he is passionate about helping his clients develop a long-term plan to create a family legacy.Dave is proud to be part of an organization that always seeks to put the client first.Prior to joining the industry, Dave earned a bachelor’s degree in marketing from Syracuse University’s Whitman School of Management./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Investment Advisory, Wealth Management, Series 7, Asset Allocation, and 1 others.
Current workplace
Dave Schelling's current company
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Wells Fargo Private Bank
2 roles
Dave Schelling work experience
A career timeline built from the work history available for this profile.
Private Client Advisor
U.S. Trust Company
Jan 2002 - Dec 2010
1 education record
Dave Schelling education
-
Syracuse University - Martin J. Whitman School Of Management
FAQ
Frequently asked questions about Dave Schelling
Quick answers generated from the profile data available on this page.
What company does Dave Schelling work for?
Dave Schelling works for Wells Fargo Private Bank.
What is Dave Schelling's role at Wells Fargo Private Bank?
Dave Schelling is listed as Managing Director - Private Wealth Advisor at Wells Fargo Private Bank, NMLSR ID: 702500 at Wells Fargo Private Bank.
What is Dave Schelling's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Dave Schelling at Wells Fargo Private Bank.
What is Dave Schelling's phone number?
AeroLeads has found 2 phone signal(s) with area code 661 for Dave Schelling at Wells Fargo Private Bank.
Where is Dave Schelling based?
Dave Schelling is based in Los Angeles Metropolitan Area, United States, United States while working with Wells Fargo Private Bank.
What companies has Dave Schelling worked for?
Dave Schelling has worked for Wells Fargo Private Bank and U.S. Trust Company.
How can I contact Dave Schelling?
You can use AeroLeads to view verified contact signals for Dave Schelling at Wells Fargo Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Dave Schelling attend?
Dave Schelling holds Bs, Marketing from Syracuse University - Martin J. Whitman School Of Management.
What skills is Dave Schelling known for?
Dave Schelling is listed with skills including Investment Advisory, Wealth Management, Series 7, Asset Allocation, and Alternative Investments.
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