As a Financial Advisor with Wells Fargo Advisors, I seek first to understand the clients’ current situation, concerns, risk tolerance, and their financial priorities. After in depth conversations and using this information to formulate an investment strategy to begin the development of a comprehensive investment plan. This plan is reviewed on a regular basis and as our clients’ life circumstances change, the appropriate adjustments are made.

As a Wells Fargo advisor, I can help deliver a range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, estate planning strategies, philanthropy, education expenses or some other goal, we will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.

With more than 25 years of experience in financial services, I am dedicated to helping clients meet their financial needs by developing customized investment plans around their long-term goals. My extensive experience through working on Wall Street and major shifts in the markets enables me to help my clients structure portfolios to address their specific financial objectives. We leverage investment planning sessions to position your wealth in the most tax efficient manner. 

I graduated from Temple University in 1990 and started my career on Wall Street as a "Buy-Side Trader" for Mutual Fund Companies in the 90's.  In 2000 moved to Connecticut to work for UBS Warburg on the "Institutional Sell-Side" of Wall Street as a position trader managing my own portfolios and received a promotion to Research Sales VP of Investments in 2003.  In 2006, I joined the firm Tradition Asiel as VP of Research and Equity Sales, bringing cutting edge research to market involving Credit Default Swaps. In 2009 while working for Convergex, built and managed a trading desk for the firm.  Joined PNC in 2017 as a financial advisor and received a promotion to First Vice President being a top ten producer of all FAs hired in their first three years.    I joined Wells Fargo 2020, as a Senior Financial Advisor delivering solutions for high-net-worth individuals and business owners.

I have been married for 24 years and have three boys.   I enjoy playing basketball and golf in my spare time.   We like to travel as a family and frequently visit our boys in college at Northeastern and Penn State.


 
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relations to clients referred to the Bank. In these instances, the Bank is responsible for the day-today management of any referred accounts.

Wells Fargo does not provide legal or tax advice.

 

Dan Mandel is a senior wealth strategist with Wells Fargo Bank in the Wealth & Investment Management Division in Radnor, PA with over fifteen years of experience in financial services and planning. Dan focuses on wealth and charitable planning strategies for clients, helping them pursue their personal and family financial goals as well as providing guidance on how they can use wealth to create a lasting legacy.

Prior to joining Wells Fargo Bank, Dan worked as an estate planning consultant at another large financial institution. He also previously practiced law with regional firms in Philadelphia focusing his practice on transactional law and drafting estate plans.

While no longer practicing law, Dan obtained his Juris Doctor from Rutgers School of Law, and a Masters of Law in Taxation from Temple University Beasley School of Law. He is a member of the Pennsylvania and New Jersey State Bar Associations and a member of the Philadelphia Estate Planning Council.

Dan currently serves on the Board of Directors and Finance Committee of Congregation Adath Israel. He and his wife Rory have two children and reside in suburban Philadelphia.


Investment and Insurance Products: NOT FDIC Insured - NO Bank Guarantee - MAY Lose Value

Wells Fargo Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are offered through Wells Fargo Bank, N.A.

Cynthia Pritchard is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank’s Wealth & Investment Management division. She serves the following states in the Northeast division: Pennsylvania, Delaware, and Ohio. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Ms. Pritchard works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Cynthia collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Ms. Pritchard worked for over 35 years in the nonprofit, public, and private sectors in areas including executive planning, administration, communications, and programmatic experience. She has frequently presented at local, national, and state conferences on leadership development, grant writing, fundraising, outcome measurement, collaboration, collective impact, employee onboarding, board development, systems change, customer service, and conflict resolution.

Cynthia earned a Bachelor of Arts in Psychology and Business with a concentration in Personnel Administration from Commonwealth University Mansfield Campus (previously known as Mansfield University of Pennsylvania). She has received educational training in the areas of fundraising and corporate social responsibility.

In her spare time, Cynthia enjoys serving as a board member at the Pennsylvania Heritage Foundation, Mansfield University Alumni Association, and National Society Daughters of the American Revolution. Through her volunteer work with these organizations, she is able to engage in her passion around women’s matters, historic preservation, innovation, and education. As a lifetime learner she is also a member of the following professional organizations: Philanthropy Network for Greater Philadelphia, Philanthropy Delaware, Delaware County Estate Planning Council, and Association of Fundraising Professionals International. Her hobbies include spending time with family and friends, traveling in and out of the U.S., and reading historic novels.

 

 

Wells Fargo Wealth & Investment Management (WIM) provides financial product sand services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Bank, N.A. isa bank affiliate of Wells Fargo & Company.

Beth Leska is a senior custom credit banker and Executive Director with Wells Fargo Bank within the Wealth & Investment Management division located in Princeton, New Jersey office with more than 35 years of experience in financial services. Beth works as part of a team to help meet the comprehensive wealth management goals of high-net-worth individuals. As a custom credit banker, she 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 Bank, Beth worked as a Financial Advisor at Merrill Lynch Wealth Management/Bank of America in Philadelphia, PA for three and a half years, where she specialized in wealth management services for business owners and entrepreneurs.

Beth earned her Bachelor of Science degree in Music Education from West Chester University of Pennsylvania and her Master of Science degree in Psychiatric Rehabilitation from Rutgers School of Health Related Professions. In addition, she also served in the United States Army as a Military Police officer and was attached to the 101st Airborne Division Fort Campbell, KY.



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

Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.

Steven Adorno is an Alternative Investment Consultant for WIM Alternative Investments Products. WIM Alternative Investments Products works with alternative investment products and services—including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings—that complement traditional investment portfolios.

In his current role, Steven focuses on consulting advisors and creating complimentary alternative investment sleeves for their clients that coincide with their investment objective and risk tolerance. He is well versed in hedge funds, private equity, private credit, real assets, and direct private investments. Prior to his current role Steven was a Wells Fargo Financial Advisor and worked on the floor of the New York Stock Exchange (NYSE) with specialist firm Benjamin Jacobson & Sons. Steven has over 12 years of industry experience.

Steven earned his bachelor’s degree from the University of North Carolina, Charlotte and holds his Series 7 and 66.



Investment and Insurance Products: NOT FDIC Insured - NO Bank Guarantee - MAY Lose Value

Wells Fargo Wealth & Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S.-based financial services account(s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker dealers and non-bank affiliates of Wells Fargo & Company.