Sam Dalby Email & Phone Number

I have over 30 years of experience in the financial services industry. I use those years of experience to help my clients with many facets of their financial lives, which may include planning for college for their children or grandchildren, saving for that vacation home, or planning on their retirement. I work closely with our clients to plan for these goals, and other goals as well, utilizing sophisticated planning software. I invite you to contact me to see if I can help you and your family with any of these goals.Please feel free to reach me directly at (717) 849-1062, toll free at (888) 639-2208, or via email at sam.dalby@wfadvisors.com. Please note that I cannot reply to messages via LinkedIn.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, VA, and WV only. CA Insurance License Number: 0H89048. Resident State: PA/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Finance.

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  Financial Advisor

  Wells Fargo Advisors

  Nov 1993 - Present

  I help clients manage investment assets towards reaching their goals. This is done using various investment tools and programs, designed to meet each individual's or family's specific situation.

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  Indiana University Of Pennsylvania

  Business Management