Allentown, PA Hamilton Blvd Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

3

Of 4,145 advisors across 1,134 offices

Location

3570 Hamilton Blvd, Suite 101 1st Fl

Allentown PA 18103

Advisors at this office

3

Advisors at this office

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Kevin H

CFP®, Series 63, Series 65

Allentown, PA

Wells Fargo Advisors

Kevin Houser is a CFP® professional with 32 years of industry experience, currently advising clients at Wells Fargo Advisors since 2026. Prior to joining Wells Fargo, he spent 10 years at Ameriprise. Outside of his advisory work, he co-authors a retirement-focused book and owns a tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial product offerings to provide comprehensive client solutions.

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

CFP®, Series 66

Allentown, PA

Wells Fargo Advisors

Gary Plessl is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 10 years at Ameriprise Financial Services, LLC. Outside of his advisory work, he is the author of a book on retirement and is involved in organizing local basketball and volleyball tournaments, as well as officiating basketball games. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

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

CFP®, Series 66

Allentown, PA

Wells Fargo Advisors

Matthew Staples is a CFP® certificant with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise Financial Services for ten years. Outside of his advisory role, he operates a basic tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and tools to develop 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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