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 a competitive 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 investment 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.

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.