RICHARD WOOLBERT

Financial Advisor

Managing Director - Investments

Address: 30 South 17th Street, 20TH FLOOR , Philadelphia , PA 19103
Phone: 215-496-7654  |  800-331-4262    Fax: 215-564-7979
Email: Richard.Woolbert@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

My Associate(s): Katie Hemmert, Senior Registered Client Associate ; Lindsay Huff, Client Associate

My Experience

  • 2016 - Present : Wells Fargo Advisors, Managing Director - Investments
  • 2008 - 2016 : Credit Suisse, Director - Private Wealth Management
  • 1999 - 2008 : Goldman Sachs, Vice President - Private Wealth Management
  • 1987 - 1999 : Goldman Sachs, Vice President - Fixed Income

My Education & Credentials

  • Bachelor of Science in Finance - Lehigh University
  • Master of Business Administration - University of Virginia
  • PIM Portfolio Manager
Securities Registered in the following states: CA, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WY
RICHARD WOOLBERT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Philadelphia Branch