Financial Investment Services

FideliTrade, Incorporated

3601 North Market Street
Wilmington, DE 19802

Mr. Jonathan Potts

(302) 762-6200

(800) 223-1080

Member Since: 1998

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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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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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WSFS Investments

500 Delaware Avenue
11th Floor
Wilmington, DE 19801

Ms. Monica Gerhmann

(302) 235-7610

For more than 180 years we've faithfully served our community, guided by the simple idea that when you do the right thing and treat people the right way, good things happen.

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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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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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Mutual of America

470 Norristown Rd, suite 301
Blue Bell, PA 19422

Mr. Frank Eluwa CRPS

(610) 834-1754

Member Since: 2018

Providing a bundled approach to group retirement planning, with a focus on service and education.

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Compass Investment Advisors

46 S. State St
Dover, DE 19901

Mr. Daniel Rowles

(302) 526-2565

Member Since: 2018

We are Financial Planning Professionals with a Passion for Collaborating with Families and Businesses to achieve Success

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StratFI-Strategic Foresight Investments, Inc.

1201 N. Orange St., Suite 742
Wilmington, DE 19899

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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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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Edward Jones

501 Silverside Road
Wilmington, DE 19809

Mr. Ryan Baumbach

(302) 792-1035

Member Since: 2018

We want to understand what's important to you. We'll use an established process to build personalized strategies to help you reach your goals. We will partner together throughout your life to keep you on track.

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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

Retirement plans for businesses with 1-25 employees.

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Lovett Advisors, LLC

62 Rockford Rd
Suite 12
Wilmington, DE 19806

Suzanne Heron

(302) 250-4740

Member Since: 2018

Lovett Advisors, LLC a trusted Advisor to a select group of clients in the coordination of their financial affairs. This is accomplished through sound financial planning, objective advice, transparency, independence and exceptional customer service.

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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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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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Brown Advisory

5701 Kennett Pike, Suite 100
Centreville, DE 19807

Mr. David Nichols

(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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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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