Donna M. Phelan, MBA
Senior Vice President – Investment Officer
Of Wells Fargo Advisors
500 Silver Spur Rd. Suite 300
Rolling Hills Estates, CA 90275
PROFESSIONAL SERVICES & EXPERIENCE
The Phelan-Difley-Again Group is a highly credentialed wealth management team with more than 85years of combined knowledge. We are dedicated to offering you the highest level of personalized service along with an uncompromising commitment to integrity. The group has been honored for our best practices in ethical client service and productivity. We work with a limited number of successful individuals and their families, business owners & professionals, trusts and non-profit organizations in 25 states nationwide.
Your financial success is our highest priority. We specialize in providing clarity through a well-organized, comprehensive investment plan to:
- Manage your income and investments
- Inform and adjust to changing markets & needs
- Plan for a comfortable retirement
- Help protect your family legacy and trust
- Structure services and retirement plans for businesses and executives
Donna M. Phelan, MBA, Senior Vice President – Investment Officer, has 25 years of investment knowledge as a Financial Advisor. She is the published author of a book on women, money, and prosperity. She has spoken on retirement planning & other financial topics at national conferences. Donna has also taught insurance and securities law for licensing purposes.
Malinda S. Difley, MBA, Financial Consultant, is a CERTIFIED FINANCIAL PLANNER™ professional. She has 25 years of investment & planning experience and is an active member of the Financial Planning Association. She also holds a General Securities Sales Supervisor registration. Malinda uses a structured approach to help clients manage their wealth & accomplish their goals.
Thomas C. Again, First Vice President – Investment Officer, has been in the industry for 40 years and is knowledgeable in many years of portfolio management and security selection for high net worth individuals and trusts. He has extensive knowledge in domestic & international equities, ETFs, and municipal & corporate bonds.
Sharon C. Phelan, Senior Registered Client Associate, received her BS in Business Administration from American University in Washington, D.C. She has 13 years of financial services industry experience and holds her Series 7 and Series 65 registrations. Her responsibilities include processing client requests and resolving inquiries with smooth efficiency and integrity.