Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Who To Call

A reference guide for...


Managing my wealth and investments

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Matthew Wagle, CFP®, MBA
Managing Director - Investments

412.201.3833

Email Matt 

+ Investment planning and management

+ Financial advice beyond investing

+ New or second home purchase

+ Managing liabilities

+ Sending a child or grandchild to college




Servicing my account
Pittsburgh


In Pittsburgh:  Jimi Vargo
Senior Registered Client Associate

412.394.3107
Email James 

+ Check request or direct deposit

+ Tax documents

+ Schedule a meeting

+ Transfer funds

+ Statement requests

+ IRA contributions


Servicing my account
Clarion


In Clarion:  Renee Siesky
Client Associate

814.227.2662
Email Renee 


+ Check request or direct deposit

+ Tax documents

+ Schedule a meeting

+ Transfer funds

+ Statement requests

+ IRA contributions

Accessing helpful online tools and resources

Website Resources
Bookmark these helpful resources:
 

+ Account access 

+ Client Resource Center

+ Featured articles 

+ Financial calculators 

+ Newsletters 



Helping me with online access

Online Brokerage Support
800.326.4434, Monday - Friday
8:00 a.m. to 6:00 p.m. EST


+ Website questions

+ Technical support

+ Click here to learn about enrolling in Wells Fargo Online®






Get in touch for a complimentary consultation 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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