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Daniel Mandel

Wells Fargo


Member profile details

First name
Last name
Wells Fargo
Senior Wealth Strategist

Additional Membership Information

Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Attorney
  • Banking/Trust Administration
Professional Bio
Dan is a Senior Wealth Strategist in the Advice and Planning Group of Wells Fargo. He brings over a decade of experience connecting generations through wealth planning and legacy creation in his roles at financial institutions and as a practicing attorney.

He earned a B.A. degree in Biochemistry and Comparative Literature from Brandeis University, a M.A. in Hebrew Literature from Tel Aviv University, Israel, a J.D. from Rutgers School of Law, and an LL.M in Taxation from Temple University Beasley School of Law.

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

Phone: (215) 486-6215
Fax: (856) 727-9504

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