Attleboro Wealth Management LLC

Jesse D'Elia is a CFP® with 12 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC since 2025. He previously worked at The Vanguard Group, Inc. for 11 years. Outside of his advisory role, he is involved in residential home improvement and renovation for resale through his ownership of B. E. 2A Properties LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by offering asset management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer, utilizing various asset-allocation strategies and managing portfolios across a broad range of securities.

Mark Byelich is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Attleboro Wealth Management LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Financial Services, and NFP Advisor Services. Outside of his advisory work, he serves on the board of The Newtown Theatre and Bucks Heroes, a nonprofit supporting families of fallen first responders, and works as a Pilates instructor. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm’s investment approach is led by a Chief Investment Officer and utilizes fundamental, quantitative, and qualitative analysis across a broad range of securities with ongoing portfolio monitoring and rebalancing.

Lidia Amodei is a CFP® and CFA® with 30 years of industry experience. She is currently with Attleboro Wealth Management LLC and has previously worked at Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, portfolio management, financial planning, and investment consulting. The firm employs a research-driven approach led by a Chief Investment Officer and utilizes various asset-allocation strategies across a broad range of securities.

David White is a CFA® charterholder and holds a Series 65 license. He is affiliated with Attleboro Wealth Management LLC in Yardley, PA, a firm with four advisors. Attleboro Wealth Management provides discretionary asset management, comprehensive portfolio management, financial planning, and investment consulting services to individuals, high-net-worth clients, trusts, estates, broker/dealers, and business entities. The firm employs a centralized investment process incorporating fundamental, quantitative, qualitative, and sector analyses to guide strategic asset allocation and ongoing portfolio monitoring, and offers tax-related services alongside its investment solutions.

Emily Wheeler is a financial advisor at Attleboro Wealth Management LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Financial, Inc., Wealth & Advisory Associates, LLC, Bank of America, N.A., and Merrill. Outside of her advisory role, Ms. Wheeler is a licensed insurance agent. Attleboro Wealth Management serves individuals, trusts, estates, broker-dealer customers, and business entities by providing asset management, comprehensive portfolio management, financial planning, and investment consulting. The firm employs a range of investment strategies overseen by a Chief Investment Officer, using fundamental, quantitative, and qualitative analysis to tailor portfolios across various asset classes.