As High Net Worth Branch Manager, Phil leads the Wealth and Investment Management businesses for Wells Fargo in Los Angeles. He directly manages the Wealth and Investment Management offices in Beverly Hills, Brentwood, and downtown Los Angeles, with 50 advisors and over $24 billion in client assets. He is further responsible for the Private Wealth Advisors throughout the rest of Greater L.A.

Phil joined Wachovia Securities (a predecessor firm to Wells Fargo Advisors) in 2006, and has led teams of advisors in Los Angeles, Orange County, San Diego, Charlotte, NC, and Las Vegas, NV. From 2016 to 2019, he led nine managers and 330 financial advisors in Southern California and Las Vegas. Throughout his tenure, Phil has recruited over 60 experienced advisors and eight managers to the firm. Identifying and attracting talented advisors continues to be one of his key focuses.

At Wells Fargo Advisors, we believe that financial advisors and their clients come first – what we call our financial advisor-centric culture. Phil believes this culture, combined with the power of Wells Fargo & Company’s 80+ businesses, our different affiliation choices, our competitive payout, and our financial advisor succession program, makes Wells Fargo Advisors the firm of choice for advisors and their clients.

Originally from Massachusetts, Phil has been in Southern California since 1993. He received a B.S. in finance from the University of Massachusetts in Boston in 1990 and has been in the brokerage/wealth management business his entire professional career. He lives in Manhattan Beach with his wife and two children. Outside of work and family, Phil has been an avid rock climber and mountaineer for 35 years.