Meet the team
Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.
David Bartoli, CFP
Private Wealth Financial Advisor
Managing Director - Investments
Email Address
David.Bartoli@wellsfargo.comPhone Number
(717) 975-8403Certificates
CFP
Stephen Bartoli, CIMA, CPWA
Private Wealth Financial Advisor
Managing Director - Investments
Email Address
Stephen.Bartoli@wellsfargo.comPhone Number
(717) 975-8404Certificates
CIMA, CPWA
Patrick Bartoli
Private Wealth Financial Advisor
Senior Vice President - Investments
Email Address
Patrick.Bartoli@wellsfargo.comPhone Number
(717) 975-8405W. Craig McLean, CIMA
Private Wealth Financial Advisor
Senior Vice President - Investments
Email Address
W.Craig.McLean@wellsfargo.comPhone Number
(717) 975-8420Certificates
CIMA
William Duval
Private Wealth Financial Advisor
Email Address
William.Duval@wellsfargo.comPhone Number
(717) 975-8431Leigh Beshaw
Private Wealth Senior Registered Client Associate
Assistant Vice President
Email Address
Leigh.Beshaw@wellsfargo.comPhone Number
(717) 975-8432Kirsten Rodriguez
Client Performance Analyst
Vice President
Email Address
Kirsten.Rodriguez@wellsfargo.comPhone Number
(717) 975-8422Andrea Taylor
Private Wealth Senior Registered Client Associate
Assistant Vice President
Email Address
Andrea.Taylor@wellsfargo.comPhone Number
(717) 975-8429Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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