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John Whelan
John Whelan
Managing Director - Investments | Wells Fargo Advisors
Pittsburgh, Pennsylvania, United States
John Whelan
Summary
John Whelan is a seasoned financial advisor with over 30 years of experience in the investment sector, currently serving as Managing Director at Whelan Wealth Management Group of Wells Fargo Advisors. He specializes in estate planning, financial analysis, and wealth preservation strategies for high net worth individuals and families. John is recognized for his dedication to personalized client service, integrity, and attention to detail. He holds multiple certifications, including CFP, and has received the prestigious Platinum Council award from Wells Fargo Advisors for several years. Beyond his professional achievements, John is actively involved in his community as a volunteer baseball coach and board member of a local athletic association. He lives in Indiana Township, PA, with his wife and four children, where they engage in various school and sports activities. John's extensive experience and commitment to client welfare make him a trusted partner in financial planning.
John Whelan
Work Experience
Managing Director - Investments at
Wells Fargo Advisors
February 1986 - Present
Financial Advisor at
Merrill Lynch
January 1982 - December 1986
John Whelan
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business, Master Of Business Administration (M.B.A.)
January 1980 - January 1981
Washington & Jefferson College, Bachelor's Degree
January 1973 - January 1977
Frequently Asked Questions about John Whelan
What is John Whelan email address?
John Whelan's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does John Whelan work for?
John Whelan is a Managing Director - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where John Whelan graduated from?
John Whelan holds a degree in Finance & Marketing from University of Pittsburgh - Joseph M. Katz Graduate School of Business.
How can I directly contact John Whelan?
To contact John Whelan directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is John Whelan?
John Whelan is a seasoned financial advisor with over 30 years of experience in the investment sector, currently serving as Managing Director at Whelan Wealth Management Group of Wells Fargo Advisors. He specializes in estate planning, financial analysis, and wealth preservation strategies for high net worth individuals and families. John is recognized for his dedication to personalized client service, integrity, and attention to detail. He holds multiple certifications, including CFP, and has received the prestigious Platinum Council award from Wells Fargo Advisors for several years. Beyond his professional achievements, John is actively involved in his community as a volunteer baseball coach and board member of a local athletic association. He lives in Indiana Township, PA, with his wife and four children, where they engage in various school and sports activities. John's extensive experience and commitment to client welfare make him a trusted partner in financial planning.
John`s contact details
***********@wellsfargoadvisors.com
***********@wfadvisors.com
***********@wellsfargo.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG