Jonathan began his career in the financial services industry after graduating from La Salle University with an MBA in Finance. Since joining Wells Fargo Advisors in 1994, he has been consistently recognized as a Platinum Council Advisor, for excellence in his field.

 

As the helmsman of the Sharaf Private Wealth Management Group of Wells Fargo Advisors, Jonathan provides the fundamental direction, inspiration, goals, and objectives for his team. He is a visionary leader whose mission is empowering his clients to thrive in life by providing every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. Jonathan’s group concentrates on serving the needs of both High-Net-Worth Individuals and Corporations, while offering guidance on Wealth Management, Estate Planning Strategies, Retirement Plan Solutions, Insurance, and Business Succession Planning.

This commitment to service also carries over to Jonathan’s involvement in his local community of Doylestown, PA, where he resides with his wife Lorraine and daughter Eve. Over the years, Jonathan has served on the Board of Directors of multiple Non-Profit Organizations, including Heritage Conservancy, KidsPeace, Pearl S. Buck International Foundation, Doylestown Historical Society and Bucks Beautiful.

Jonathan believes that the last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — the Sharaf Private Wealth Management Group of Wells Fargo Advisors. It’s a distinct advantage of working with one of the world’s premier financial institutions. To help you address your financial needs beyond investing, Jonathan and his team can provide access to a wealth of banking and lending affiliates throughout Wells Fargo.

 

About Wells Fargo Advisors

Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.

Christine enhances the efficiency and productivity of financial advisors, serving as a foundational support in the management and organization of client information, scheduling, and communication. This position acts as a conduit for smooth operations within financial advisory services, ensuring that client needs are met with promptness and accuracy.

Denise is driven by his passion for providing an exceptional client experience. She effectively communicates with clients by being proactive and integrating the newest technology. Denise seeks to help simplify clients' financial lives by seamlessly addressing their day-to-day needs and their long-term financial planning needs.

Jonathan Diamond is a lead wealth management banker with Wells
Fargo Bank within Wealth & Investment Management division
located in Wayne, PA office with more than 15 years of experience in
financial services. As a lead wealth management banker, Jon delivers
lending, cash management and deposit solutions, while also providing
access to highly structured credit facilities. An integral part of the
relationship team, he starts by understanding a client’s unique needs
and overall financial goals, and then leverages the vast resources
within Wells Fargo & Company to offer full balance sheet solutions
that help achieve those goals.
Prior to his current role, Jonathan worked as a premier banker in the
Wells Fargo Community Bank for 8 years, where he served affluent
family relationships.
Jonathan earned a Bachelor of Arts in Marketing and Management
from Bloomsburg University
Jonathan resides in Glen Mills, Pennsylvania with his wife, and two
daughters.

Christina Gwynn is a senior private wealth portfolio manager
located in the Greater Pennsylvania Market of Wells Fargo Bank.
Christina works with clients to create asset allocation strategies
and build portfolios to help meet clients’ investment objectives
while helping reduce risk.
Christina earned a B.S. in Economics and a Master of Science in
Taxation from Widener University. She holds the CERTIFIED
FINANCIAL PLANNER™ and Chartered Financial Analyst
professional designations. She has participated in both industry
and firm-sponsored publications. She recently completed the
Fintech Revolution: Transformative Financial Services and
Strategies certificate at The Wharton School of the University of
Pennsylvania.
Prior to joining Wells Fargo Bank, Christina was a financial advisor
where she specialized in personal wealth planning and investments.
She has been in the financial services industry for more than 15 years.

Rob Dransite is a senior custom credit banker and executive director
with Wells Fargo Bank within the Wealth & Investment Management
division located in Greater Philadelphia market with more than 18
years of experience in financial services. Rob works as part of a team
to help meet the comprehensive wealth management goals of
high-net-worth individuals. As a custom credit banker, he specializes
in providing deep custom credit knowledge and experience to deliver
tailored lending solutions that support clients’ complex borrowing
needs.

Prior to joining Wells Fargo Wealth & Investment Division, Rob
worked at Wells Fargo for 10 years as a Relationship Manager in the
Wholesale Commercial Real Estate large lending group.

Rob earned a Bachelor of Science in Finance from the University of
Pittsburgh and maintains his Series 7 and 66 investment licenses.
Due to his extensive background structuring and completing large
complex financings for high-net-worth families, Robert’s practice is
focused on assisting his high-net-worth clients finance investor real
estate and other complex financing.

Robert currently resides on the Philadelphia “Main Line” in Malvern
Pennsylvania with his wife Swen, daughter Annabelle, and son
Christian.

Sarah is a senior wealth strategist with Wells Fargo Bank within Wealth & Investment Management supporting the Northeast Division. Sarah has more than 20 years of experience in financial services working with clients to help develop customized wealth plans and recommend solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.
Sarah advises high net worth individuals, corporate executives and business owners. Sarah has also lent support to our internal publications as a subject matter expert on various planning topics, and is a regular presenter on education calls to her colleagues.
Sarah earned her bachelor’s degree from Haverford College. She holds CERTIFIED FINANCIAL PLANNER™ professional designation.
In her free time, Sarah loves to travel and is an avid participant in a hand bell choir. She lives in Somers, NY with her husband and two teenage children.

Professional
experience
 David Lamberg joined Wells Fargo Bank in 2005 and is currently a senior trust advisor with Wells
Fargo Bank within the Wealth & Investment Management division.
 Focuses on assisting clients in structuring and implementing wealth planning, and administering
trust services to help fulfill clients’ lifetime, generational and philanthropic wealth goals.
 Prior to joining Wells Fargo Bank, Mr. Lamberg worked at Merrill Lynch and MetLife for over ten
years.
 Mr. Lamberg has been in the financial services industry for more than 25 years.
Education • Juris Doctor from Widener University School of Law
• Bachelor of Arts in Political Science from Boston University
Professional
affiliations
 Member, Pennsylvania Bar Association (currently not practicing)
 Member, New Jersey Bar Association (currently not practicing

Travis Bartee is a senior trust advisor at Wells Fargo Bank within the Wealth & Investment Management division located in Nashville, Tennessee. Travis works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan. He coordinates with investment strategists to align investments with the client’s goals and values. Based on the particular situation, he can coordinate a variety of specialized wealth services in order to help grow and preserve assets, while working toward the client’s overall wealth management goals.
Prior to joining Wells Fargo Bank, Travis was a tax attorney (not currently practicing) in private practice where he specialized in estate planning and asset protection. He has been actively engaged in the estate planning industry for twenty-five years.
Travis earned his B.A. degree in Communications from the University of Alabama, his J.D. from Cumberland School of Law, Samford University, and his Master of Tax laws (LLM) from Southern Methodist University, Dedman School of Law.
Travis is a member of the Country Music Association (CMA), the Country Music Hall of Fame, and the Estate Planning Council of Middle Tennessee. He is the two-time past President of the Financial and Estate Planning Council of Huntsville, Alabama. He was a member of the board of directors of W.O. Smith School of Music and the University of Alabama Federal Tax Clinic for over ten years. He and his wife, Amy, have a daughter and three sons. They like to travel, attend concerts and live sporting events. Residents of Nashville, Tennessee, they can often be found cheering their son on at his football and baseball games.