Dan Gennusa
Senior Financial Advisor, First Vice President – Investments at Wells Fargo Advisors | Greater Philadelphia
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Dan Gennusa, Senior Financial Advisor and First Vice President – Investments at Wells Fargo Advisors, brings nearly two decades of comprehensive industry experience to his role as a trusted partner in wealth management. Currently leading the Camp Wilcox Gennusa Group of Wells Fargo Advisors Private Wealth Consultants, Dan specializes in delivering personalized investment planning tailored to the unique needs of high-net-worth individuals and families. His expertise spans a broad spectrum of financial services, including strategic investment strategies, retirement planning, and alternative investments, ensuring clients are well-positioned to meet their long-term financial goals.
In his current role, Dan is deeply involved in designing customized investment strategies that incorporate a wide array of financial instruments, from traditional equities and bonds to complex alternative investments. He emphasizes a holistic approach to wealth management, integrating retirement savings strategies, insurance planning, and education planning to create comprehensive financial plans. Dan’s commitment to strategic communication and transparent client engagement helps foster trust and clarity, enabling clients to navigate complex market environments with confidence.
Key projects often involve optimizing retirement plan consulting, advising on 401(k) options, and developing asset distribution strategies that align with clients’ risk tolerance and legacy objectives. His dedication to doing what he says, combined with his ability to adapt to evolving market conditions, underscores his reputation for integrity and excellence. Whether guiding clients through market volatility or planning for future generations, Dan’s expertise ensures that each client receives a tailored, strategic approach to wealth preservation and growth.
Senior Financial Advisor, First Vice President – Investments at Wells Fargo Advisors in August 2007 to Present
AVP – Risk Operations at Bank of America in January 2006 to August 2007
AVP – Risk Operations at MBNA in December 2001 to January 2006
District Manager – Sales at ADP in January 2001 to December 2001
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University of Delaware, Bachelor of Science (B.S.), July 1996 to July 2026
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Investment Strategies
Retirement Planning
Alternative Investments
Strategic Communications
Retirement Income Planning
Retirement Savings
Retirement Plan Consulting
Insurance Planning
Education Planning
Distribution of Assets
401(K) Options
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Discover more about Wells Fargo AdvisorsWhat is Dan Gennusa email address?
Email Dan Gennusa at [email protected] and [email protected]. This email is the most updated Dan Gennusa's email found in 2026.
What is Dan Gennusa phone number?
Dan Gennusa phone number is +13204288400.
How to contact Dan Gennusa?
To contact Dan Gennusa send an email to [email protected] or [email protected]. If you want to call Dan Gennusa try calling on +13204288400. (updated on February 11, 2025)
What company does Dan Gennusa work for?
Dan Gennusa works for Wells Fargo Advisors
What is Dan Gennusa's role at Wells Fargo Advisors?
Dan Gennusa is Senior Financial Advisor, First Vice President – Investments
What industry does Dan Gennusa work in?
Dan Gennusa works in the Financial Services industry.
Dan Gennusa Email Addresses
Dan Gennusa Phone Numbers
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