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Thomas H

CFP®, ChFC®, Series 66

Paoli, PA

Wells Fargo Clearing

Thomas Hopkins is a financial advisor with Wells Fargo Clearing in Paoli, PA, holding the CFP® and ChFC® designations along with a Series 66 license. He has 26 years of industry experience, including roles at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a complement of brokerage and advisory solutions.

Retired Founder/Business Owner
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Josephina L

Series 63, Series 65

Paoli, PA

Wells Fargo Clearing

Josephina Luczak is a financial advisor with Wells Fargo Clearing in Paoli, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Wells Fargo in 2021, she worked at Citizens Securities Inc. and CITIZENS Bank during 2016–2020. She is the sole owner of Sacred Spirit Living LLC, a non-investment-related entity not currently used for business purposes. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Retired Founder/Business Owner
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