Financial Investment Services

FideliTrade, Incorporated

3601 North Market Street
Wilmington, DE 19802

Ms. Grace Stockley

(302) 762-6200

(800) 223-1080

Member Since: 1998

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David A. Iobst, Certified Financial Planner™

323 Paddington Drive
Bear, DE 19701

Mr. David Iobst

(302) 668-6820

Member Since: 2018

Whether you have questions about Retirement, Life Insurance, Long-Term Care Insurance, need a second opinion on your portfolio, or simply want to set up a retirement plan for your business, David can help!

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Butler Financial, Ltd.

900 Foulk Road
Suite 201
Wilmington, DE 19803

Mr. Robert Campbell

(302) 778-2170

Member Since: 2007

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

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Fidelity Investments

4001 Kennett Pike, #120
Greenville, DE 19807

Mr. Edward Christiano

(302) 428-3776

Member Since: 2017

We believe in making the complex, simpler—whether you work with us in person, on the phone, or online. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

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Merrill Lynch Pierce Fenner

55 Kings Hwy
Dover, DE 19901 3816

Mr. H. Scott Connell

(302) 736-7700

The Merrill Lynch Dover, Delaware Office focuses on delivering wealth management solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to high net worth individuals and businesses.

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1847Financial

2711 Centerville Rd., Suite 105
Little Falls 1
Wilmington, DE 19808

Ms. Missy Kalafut

(302) 655-7151

Member Since: 2016

At 1847Financial, we strive to create a personalized financial roadmap that may guide you toward your desired destination.

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WSFS Investments

500 Delaware Avenue
Wilmington, DE 19801

(302) 235-7610

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StratFI-Strategic Foresight Investments, Inc.

1201 N. Orange St., Suite 742
Wilmington, DE 19801

Mr. James H. Lee

(302) 884-6742

Member Since: 2013

We are a Wilmington, Delaware-based wealth management firm with a unique approach to capturing investment returns while minimizing risk.

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Brown Advisory

5701 Kennett Pike, Suite 100
Centreville, DE 19807

Dominic DiFebo

(302) 351-7603

800-645-3923

Member Since: 2017

Brown Advisory is a private, independent investment and strategic advisory firm committed to making a material and positive difference for our clients by delivering first-class investment performance, strategic advice and the highest level of service

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MassMutual Greater Philadelphia - Delaware Office

15 Reads Way, Suite 210
New Castle, DE 19720

Mr. Christopher Metkiff

(302) 325-0700

Member Since: 2016

Since 1886, we have served the Greater Philadelphia community by helping local residents and businesses secure their financial futures.

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E.ON North America Finance, LLC

1013 Centre Road, Suite 409
Wilmington, DE 19805

Ms. Claire Morse

(302) 996-9020

Member Since: 1997

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Merrill Lynch, Pierce, Fenner & Smith, Inc.

2951 Centerville Rd.
3rd Floor
Wilmington, DE 19808

Ms. Lisa Primack

(302) 571-5124

Member Since: 1981

The Merrill Lynch Wilmington Office offers you the experience that comes from being exposed over many years to virtually every financial situation a client may face.

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Merrill Lynch

19535 Camelot Drive
Rehoboth Beach, DE 19971

Mr. James Gamuciello

(302) 227-5139

Established in 1995, the Rehoboth Beach office of Merrill Lynch currently has over 13 professionals on staff. We are proud to serve the financial and investment needs of lower Delaware.

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