About Our Philadelphia Office
The BNY Mellon Philadelphia Office is located in the heart of Center City Philadelphia’s financial district. The office provides a full range of customized services for wealth, investment and legacy planning. The office’s advisors have an average of 23+ years’ experience in portfolio management, 25+ years in wealth direction and 35+ years in private banking. In addition, the office provides convenient local access to BNY Mellon’s extensive global resources, delivered through personal, client-focused relationships.
Want to talk to someone from our Philadelphia Office?
Get in touch and put our experienced Philadelphia-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: (215) 995-2286
Check Verifications & Banking Inquiries:
(866) 636-0540
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Philadelphia Team
Lee Woolley
President – Mid-Atlantic Region
Robert Bowman
Mid-Atlantic Managing Director, Business Development
Mark Haslam
Regional Managing Director
Community Involvement
Invested in social responsibility
Want to know more?
Send us an email and we’ll schedule a call that works for you.