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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Brenda DiBartolo

Brenda DiBartolo is a Senior Financial Advisor at Wells Fargo Advisors with over two decades of experience in the financial industry, including nearly a decade as a financial advisor. She is driven by a single purpose: to make a lasting impact on...

ABOUT BRENDA

Brenda DiBartolo is a Senior Financial Advisor at Wells Fargo Advisors with over two decades of experience in the financial industry, including nearly a decade as a financial advisor. She is driven by a single purpose: to make a lasting impact on people's lives. More than just providing investment strategies, she helps clients build financial security, take control of their future, and turn aspirations into realities.

Brenda collaborates with a team of specialists at Wells Fargo & Company to provide comprehensive financial guidance to individuals, families, corporate executives, and business owners. Her expertise spans investment planning, succession planning, provides investment strategies that are tax-efficient and cost-effective, and estate planning strategies. She is committed to ensuring her clients feel empowered and equipped to navigate life's financial complexities with confidence.

She earned a Bachelor's degree in Business Administration from the University of Phoenix and holds a Certified Financial Planner certification, and Certified Exit Planning Advisor a testament to her ethical commitment and dedication to developing long-term financial strategies. She prioritizes continuous learning to remain well-equipped to serve her clients' evolving needs.

Brenda's practice is built on personalized communication. She listens intently to understand each client's unique circumstances, past experiences, and future aspirations. This allows her to anticipate challenges, identify opportunities, and tailor strategies accordingly.

Outside the office, she cherishes time with her husband, family, and friends, who inspire her dedication to helping clients and their families achieve financial success for years to come.


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 Invested

 

Wells 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. PM-01052027-8146086.1.1

 

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