Felix Tuccillo III, CFP®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Pamela S Masters

Associate Financial Representative
Office 215-968-7227

Pam joined Felix’s team in January 2016 eager to learn the business.  Pam ensures our clients experience exceptional service throughout their financial planning process.  Her responsibilities consist of directing the flow of business, managing Felix's calendar, following up with clients and assisting in facilitating the underwriting process.   

Prior to joining Felix’s team, Pam worked in the customer service industry for over 18 years.  For the past 12 years, she was the Member Services Director for Cornerstone Clubs in Bucks County, PA where she managed a team of seven to ten people bringing a high level of customer excellence to the Central Bucks area.

Pam is a lifelong Bucks County resident and currently resides in Dublin, PA with her husband Steve and their feline children.


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