Yardley, PA Stony Hill Rd Office

Robert Tomasulo is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He holds a Series 63 designation and has previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Outside of his advisory role, he is involved with a venture named Power for Mother and serves as a trustee for a family trust. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Marc Zarro is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and over 26 years of industry experience. His career includes roles at Penn Investment Advisors, Longview Capital Management, VOYA Financial Advisors, and Ameriprise Advisor Services prior to joining Wells Fargo in 2016. 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 manages approximately $671 billion in assets through a network of more than 14,000 advisors and offers both brokerage and advisory solutions.

David Walley is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for his father's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics.

Akash Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo in various roles since 2014, including positions at Wells Fargo Bank NA and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Tyler Becker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and work at Newtown Athletic Club and Friends Bar & Grill. 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 databases.

George Mundy is a CFP® with over 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant JV coach for high school ice hockey at Holy Ghost Prep, where he teaches ice hockey skills. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to a wide range of clients, relying on research and diversification principles in its investment approach.

Sivakumar Veerapandy is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for a decade. Outside of his advisory role, he is an owner of several self-managed rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and executor for his father’s trust and estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.