Doylestown, PA 2005 South Easton Rd. Office

Robert Sullivan Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently with Wells Fargo Advisors in Doylestown, PA. His prior experience includes roles at Merrill and Waddell & Reed. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis. The firm combines proprietary research and planning tools with flexible implementation options across brokerage and advisory programs.

Joshua Stencler is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at LPL Financial, Raymond James Financial Services, and Mass Mutual, and has experience in the remodeling industry and education prior to his financial career. 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 options including retirement, risk management, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm research and planning tools, with clients deciding on implementation through brokerage or advisory programs.

Antoinette Pellegrini is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations using proprietary research and tools, with a focus on discrete planning engagements across various specialized areas.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. 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 financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Kenneth Welsh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. He serves on the finance committee of Neshamony United Methodist Church, assisting with budget and fund distribution matters. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to deliver tailored recommendations.

Janet Helbling is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within Wells Fargo subsidiaries since 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through a network of advisors.

Sean German is a financial advisor with Wells Fargo Advisors in Doylestown, PA, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at Lord Abbett for 14 years and Morgan Stanley for 2 years before joining Wells Fargo Clearing Services, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Damon Derstine is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC and held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in managing farm property and agricultural activities through a family-owned entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by Wells Fargo research and planning tools, provided through both brokerage and advisory programs.