Doylestown, PA S Easton Rd Office

Denise McLaughlin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates with over 14,000 advisors and manages roughly $671 billion in assets, offering both brokerage and advisory solutions.

Krista Moffatt is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 designations and over 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she has a joint ownership interest in a rental property in Wildwood Crest, NJ. 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 more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Edward Purvis is a CFP® with 45 years of experience in the financial industry. He has been with 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 and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Farley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior experience includes roles at GWN Securities, KADES-MARGOLIS, and Lincoln Financial Distributors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Anthony Hasen is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo Clearing in 2022. He serves as a board member of the General Church of the New Jerusalem in Bryn Athyn, PA, where he evaluates the performance of the church’s investment advisor against its investment policy statement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Kennedy is a CFP® professional with 38 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and serves as a board member of the Mary Mother of the Redeemer Finance Council. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Thomas Taggart is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

J Douglas Riva is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2017 and previously spent five years at Bank of America, N.A. He serves as a board member for the Paradise Point Homeowners Association in Lakeville, PA. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors.

Brian Shue is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following a tenure at Morgan Stanley and its affiliated entities from 2005 to 2015. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines in-house research and third-party analytics to provide diversified investment solutions and supports a broad range of financial products through affiliated bank and insurance entities.

Paul Fisch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley DW Inc. in 2005. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Porreca Jr. is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing for the past 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Adelberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Bank NA since 2008 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Tracey Herring is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked at several firms, including Morgan Stanley and Cambridge Investment Research Advisors, and has been with Wells Fargo Clearing since 2019. Outside of her advisory role, she consults for PureHaven, a company that sells nontoxic home and personal care products. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Walloff is a financial advisor with Wells Fargo Clearing in Doylestown, PA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior work history includes roles at LPL Financial and Morgan Stanley before joining Wells Fargo Bank, NA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm uses research from Wells Fargo Investment Institute alongside third-party data and employs diversification and modern portfolio theory in its investment evaluations.

Erik Barlow is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. He previously worked at UBS Financial Services and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside diversification principles and modern portfolio theory.