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Colleen W

CFP®, Series 63, Series 66

Greenville, DE

Wells Fargo Advisors

Colleen Weaver is a CFP® professional with 30 years of industry experience. She is currently with Wells Fargo Advisors and has been with affiliated Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Don D

Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Don Dewees is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer of the Edgar A. Thronson Foundation and participates on the investment committee of the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and other financial products, supporting clients through tailored recommendations and flexible implementation options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Tamara M

Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Tamara Milam is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various capacities within Wells Fargo since 2009. Outside of her advisory role, she serves as co-trustee for her mother's trust and acts as power of attorney for her son's IRA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through comprehensive planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert D

Series 66

Greenville, DE

Wells Fargo Advisors

Robert Dewees is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he served in the United States Marine Corps for nine years and held a role at Wells Fargo Clearing. He is treasurer of the Talons Reach Foundation, a nonprofit supporting special operations forces. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of investment and financial planning services, leveraging proprietary research and planning tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dana E

Series 63, Series 65, Series 66

Greenville, DE

Wells Fargo Advisors

Dana Edwards is a financial advisor with Wells Fargo Advisors in Greenville, DE, holding Series 63, 65, and 66 designations and totaling 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, Edwards worked at Wells Fargo Clearing from 2016 to 2024 and at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Amy R

Series 66, Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Outside of her advisory work, she serves as an adjunct professor at Widener University Delaware School of Law, teaching online courses to undergraduate and graduate students. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, and niche areas such as business-owner transition planning, delivered through tailored recommendations supported by Wells Fargo research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Arta V

CFP®, Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Arta Vitolo is a CFP®-credentialed financial advisor at Wells Fargo Advisors with 38 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning areas such as retirement, education, business-owner transition, and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cecelia D

CFP®, Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Cecelia Dugan is a CFP® with 37 years of industry experience, currently advising at Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. She serves in leadership and board roles for several private charitable foundations and is a finance council member at St. Ann’s Church in Wilmington, DE. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions that include niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to serve its clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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