Wellesley Private Advisors
Investment planning based Financial advisors* Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AR,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,MA,MD,ME,MI,MN, NC,NH,NJ,NM,NV,OH,OK,OR,PA,RI,SC,TX,UT,VA,VT,WA,WI.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
18
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Wellesley Private Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- EG
Eric Gilleo
Director of Operations · Operations
EmailPhone - TC
Thomas Connelly
Director · General Business & Management
EmailPhone - RS
Robert S Edmunds
Partner, Branch Manager · Other
EmailPhone - SL
Sean Leonard
Client Associate · Customer/Client Service
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Wellesley Private Advisors
5 distinct titles indexed · top 5 shown.
- 1client associate
- 1director
- 1director of operations
- 1financial advisor
- 1partner, branch manager
Sign up to unlock all 5 contacts at Wellesley Private Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Wellesley Private Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.