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John Whelan

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John Whelan

Managing Director - Investments | Wells Fargo Advisors

Pittsburgh, Pennsylvania, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

John Whelan

Work Experience

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Managing Director - Investments at

Wells Fargo Advisors

February 1986 - Present

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Financial Advisor at

Merrill Lynch

January 1982 - December 1986

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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

mail

***********@wellsfargoadvisors.com

***********@wfadvisors.com

***********@wellsfargo.com

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