Meet Our Team

I help individuals, families, and organizations build and preserve wealth through strategic, long-term investment planning. I manage assets across trusts, retirement plans, charitable entities, personal investments, and businesses—providing personalized guidance and professional service every step of the way.

Before joining Wells Fargo Advisors, I served as Vice President of Investments at Ameriprise Financial from 2008 to 2022 and Vice President of Investments at Wachovia Securities from 2004 to 2008. I held various roles with United Parcel Service including operations management from 1992 to 2003. I hold a Bachelor's degree in Finance from DeSales University and earned the CERTIFIED FINANCIAL PLANNER^® certification in 2013.

I am active in my local community through coaching youth baseball since 2009.  I live in Breinigsville, PA with my wife and our three sons.

Specialties

· Retirement Planning & Income Strategies
Helping clients grow assets and convert them into sustainable retirement income.
· Estate Planning Strategy Coordination
Working with legal and tax professionals to align wealth transfer strategies.
· Comprehensive Investment Planning
Adapting strategies to stay aligned with evolving life goals.
· Advisory Programs
Offering fee-based investment platforms for professionally managed portfolios.
· Holistic Financial Advice
Providing access to a full suite of banking and lending solutions through Wells Fargo affiliates.

Peter S. Smith is a seasoned financial services executive with over five decades of experience spanning securities sales, corporate finance, and captive finance development. He has held senior leadership roles at major institutions including Bank of America, Citigroup Smith Barney, Ameriprise Financial, and Wells Fargo, where he consistently drove national sales strategies and operational excellence.

Peter’s career is distinguished by his pioneering work in developing Private Label Captive Finance Companies for leading manufacturers such as Mitsubishi, Toyota, and Honda, as well as his strategic acquisitions and operational management of multimillion-dollar receivables portfolios. His expertise bridges institutional and retail wealth management, having successfully built brokerage practices in both 1970 and 2001.

Known for his deep industry knowledge, client-centric approach, and ability to navigate complex financial landscapes, Peter continues to contribute meaningfully to the financial advisory space. He is actively engaged in his community through the Emmaus Moravian Church and the Rotary Club of Allentown, and enjoys classic automobiles, Labrador retrievers, and outdoors.

For over four decades, I have dedicated my career to guiding individuals and families through the complexities of the financial markets. My investment philosophy is rooted in a simple but powerful principle: every client is unique. Their goals, values, and financial circumstances deserve a strategy that reflects that individuality.

I begin by listening—intently and without interruption. Understanding what truly matters to my clients allows me to craft personalized investment strategies that align with their objectives, whether it's generating consistent monthly income, building a retirement nest egg, preserving wealth, or leaving a legacy.

Markets will fluctuate, but my commitment remains steady. I view volatility not as a threat, but as an opportunity—an integral part of long-term wealth creation. I’ve guided clients through every major downturn since 1987, helping them stay focused on their goals and avoid emotional decision-making.

My role is not just to manage money, but to provide clarity and confidence. I combine decades of market insight with a disciplined, goal-oriented approach to help ensure that every recommendation I make is in service to the client’s success.

In short, I don’t just invest in markets, I invest in people.

Background and experience

With over 6 years of banking and investment industry, Chelssie has been able to serve financial advisors and their clients with knowledge, warmth, and conscientiousness.  Her experience in the banking industry not only allows her to enhance her operational support but invites thorough insight into the business development facets of her team’s goals.

Chelssie started her career in 2019 as a part time Teller with Wells Fargo in Clinton, NJ and continued to grow with the company by becoming a Personal Banker, assisting client with their financial needs and goals. She joined Wells Fargo Advisors to strengthen her expertise and further delve into her interests in specializing in assisting with Financial Advisor business analysis and their clients.