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Philadelphia Estate Planning Council

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James Kelly

Wells Fargo

 

Member profile details

First name
James
Last name
Kelly
Suffix/Designations
JD, MBA, LLM(tax), CFP, CTFA, AEP, CEPA
Organization
Wells Fargo
Title
Senior Vice President
 

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Attorney
  • Banking/Trust Administration
  • Financial Planning

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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