Donna Phelan, MBA

Donna M. Phelan, MBA
The Phelan-Difley Group of Wells Fargo Advisors
Managing Director, Investments

 

Phone: 310-265-5409
Email: Donna.Phelan@WellsFargoAdvisors.com

500 Silver Spur Rd. Suite 300
Rolling Hills Estates, CA 90275

PROFESSIONAL SERVICES & EXPERIENCE

The Phelan-Difley Group of Wells Fargo Advisors

The Phelan-Difley Group is a highly credentialed wealth management team with more than 64 years of combined experience.  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 23 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, Managing Director, Investments has 26 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 Advisor, is a CERTIFIED FINANCIAL PLANNER™.  She has 24 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.

Sharon C. Phelan, Senior Registered Client Associate, received her BS in Business Administration from American University in Washington, D.C.  She has 14 years of financial services industry experience and holds her Series 7 and Series 65 licenses.  Her responsibilities include processing client requests and resolving inquiries with smooth efficiency and integrity.