Greenville, DE Kennett Pike Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on WELLS FARGO Advisors

Expertise

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

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

3703 Kennett Pike

Greenville DE 19807

Advisors at this office

8

Advisors at this office

user avatar

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, having previously worked at Wells Fargo Clearing for eight years. Weaver holds Series 63 and Series 66 licenses and is based in Greenville, DE. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, 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
user avatar

Don D

Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Don Dewees is a financial advisor with Wells Fargo Advisors in Greenville, Delaware, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes eight years with Wells Fargo Clearing before joining Wells Fargo Advisors. He serves as treasurer for the Edgar A. Thronson Foundation and is a member of the investment committee for the Delaware Center of Horticulture. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by Wells Fargo research and tools, with implementation through brokerage or advisory programs as optional.

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

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 licenses and has been with Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing. 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 is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of 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
user avatar

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
user avatar

Dana E

Series 63, Series 65, Series 66

Greenville, DE

Wells Fargo Advisors

Dana Edwards is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Wells Fargo Clearing and Morgan Stanley Dw Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

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

Amy R

Series 63, Series 65, Series 66

Greenville, DE

Wells Fargo Advisors

Amy Rottura is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has held roles at The Haverford School and Widener University Delaware School of Law, where she serves as an adjunct professor teaching online courses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth thresholds. The firm develops customized recommendations using proprietary research and tools, with clients choosing whether and how to implement these through various brokerage or advisory programs.

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

Arta V

CFP®, Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Arta Vitolo is a CFP® professional with 39 years of industry experience, currently with Wells Fargo Advisors since 2024 and previously with Wells Fargo Clearing from 2016 to 2024. Based in Greenville, DE, Vitolo holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm’s broad planning menu includes specialized services such as business‑owner transition planning and special‑needs analysis, with tailored recommendations supported by Wells Fargo’s research and tools.

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

Cecelia D

CFP®, Series 63, Series 65

Greenville, DE

Wells Fargo Advisors

Cecelia Dugan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing for eight years. Dugan holds board and officer roles with several private charitable foundations and participates in the finance council at St. Ann’s Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

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