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Phil Winterson
- High Net Worth Branch Manager
As HNW Branch Manager, I lead the Wealth and Investment Management businesses for Wells Fargo in Los Angeles. I directly manage the Wealth and Investment Management offices in Beverly Hills, Brentwood and Downtown Los Angeles, with 50 Advisors and over $24 billion in client assets, and further responsibilities for the Private Wealth Advisors throughout the rest of Greater L.A.
I joined Wachovia Securities (a predecessor firm to Wells Fargo Advisors) in 2006, and have led teams of Advisors in Los Angeles, Orange County, San Diego, Charlotte NC and Las Vegas NV. From 2016 through 2019, I led nine managers and 330 Financial Advisors in SoCal and Las Vegas. Throughout my tenure, I have recruited over 60 experienced Advisors and eight managers to the firm. Identifying and attracting talented Advisors continues to be one of my key focuses.
At Wells Fargo Advisors, we believe that Financial Advisors and their clients come first – what we call our Financial Advisor-centric culture. I believe this culture, combined with the power of Wells Fargo & Company’s 80+ businesses, our different choices of how Advisors can affiliate, our competitive payout, and our Financial Advisor succession program make Wells Fargo Advisors the firm of choice for Advisors and their clients.
Originally from Massachusetts, I have been in Southern California since 1993. I received a B.S. in Finance from University of Massachusetts in Boston in 1990, and have been in the Brokerage/Wealth Management business my entire professional career. I live in Manhattan Beach with my wife and two children. Outside of work and family, I have been an avid rock climber and mountaineer for 35 years.
CA Insurance License Number: 0B31178. Resident State CA
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
I joined Wachovia Securities (a predecessor firm to Wells Fargo Advisors) in 2006, and have led teams of Advisors in Los Angeles, Orange County, San Diego, Charlotte NC and Las Vegas NV. From 2016 through 2019, I led nine managers and 330 Financial Advisors in SoCal and Las Vegas. Throughout my tenure, I have recruited over 60 experienced Advisors and eight managers to the firm. Identifying and attracting talented Advisors continues to be one of my key focuses.
At Wells Fargo Advisors, we believe that Financial Advisors and their clients come first – what we call our Financial Advisor-centric culture. I believe this culture, combined with the power of Wells Fargo & Company’s 80+ businesses, our different choices of how Advisors can affiliate, our competitive payout, and our Financial Advisor succession program make Wells Fargo Advisors the firm of choice for Advisors and their clients.
Originally from Massachusetts, I have been in Southern California since 1993. I received a B.S. in Finance from University of Massachusetts in Boston in 1990, and have been in the Brokerage/Wealth Management business my entire professional career. I live in Manhattan Beach with my wife and two children. Outside of work and family, I have been an avid rock climber and mountaineer for 35 years.
CA Insurance License Number: 0B31178. Resident State CA
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.