Waltham, MA Branch
Phone: 781-472-7800 | 800-225-9184 Fax: 781-472-7880
About Our Branch
Welcome to the Wells Fargo Advisors Waltham office.<br/><br/>Located in South Waltham within walking distance from the Brandeis Stop on the Fitchburg Commuter Line and a short drive from Interstate 95/Route 128, we offer free parking with easy access to our office located on the 8th Floor. <br/><br/>Our Financial Advisors and Associates are committed to providing you with the high-quality service and advice you expect and deserve. They listen to what is important to their clients before establishing an investment plan. They continue to listen, so that as circumstances change, they are better able to help keep investments aligned with their clients' needs and goals.<br/><br/>Wells Fargo Advisors' Envision® process is a great way to start creating your own personal roadmap. Unlike other investment programs, an Envision Plan can help you uncover your goals, determine which are the most (and least) important, and track your progress in reaching them, giving you the flexibility to alter your plan to account for each unique circumstance.<br/><br/>In addition to helping you with your investment and retirement planning needs, we leverage the many resources we have with other Wells Fargo affiliates to help our clients build, manage, preserve and transition their wealth.<br/><br/>Investing personal time and resources in the community is an important expression of our branch culture and values. That's why we contribute and volunteer in the local community in a variety of ways throughout the year, both as a branch and individually. <br/><br/>Want to know more?<br/><br/>Please contact us. We are here to help you define and achieve your financial goals.<br/>
Our Financial Advisors
- CHARLES BAGLIO
- DEREK BROOKS
- NICHOLAS CHAMPNEY
- BRIAN CUNNIFF
- PETER DELGRECO
- LAWRENCE FISHMAN
- JAMES FONG
- JARED FONG
- SALVATORE GIACALONE
- MARK GOLDIE
- MATTHEW HAND
- JOHN HUTCHINSON
- MICHAEL KANTROWITZ
- ANTHONY LORUSSO
- MARK LUHTANEN
- DANIEL LYMAN
- BRANDON MAHLER
- CAROLYN MCIVER
- LAURENCE ROGERS
- BRUCE ROGOVIN
- JUAN SANTINI
- STEVEN STEIGER
- SUSAN STEWART
- DANIEL TREANOR