Philip N.

Senior Financial Advisor, Associate Vice President - Investments at Wells Fargo Advisors

Role: Senior Financial Advisor, Associate Vice President - Investments at Wells Fargo Advisors
Location: Tampa, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Philip N.

My Approach It all begins with a plan I provide a comprehensive investment…

Experience

Senior Financial Advisor, Associate Vice President - Investments
Wells Fargo Advisors
Nov 2021 — Present · Tampa, FL, US

Education

Georgia State University - J. Mack Robinson College of Business
Bachelor's Degree, Marketing and Economics
1981 — 1983

Skills

Analytical
Leadership
Employee Benefits
Relationship Building
Marketing
Protection Planning
Team Building
Risk Management
Client Relationships
Ethical Character
Small Business Planning
Education Planning
Business Strategy
Judgement
Social Media
Customer Experience
Responsiveness
Strategic Planning
Insurance Broker/Agent
Attention to Detail
Client Management
Business Planning

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••45

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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Philip N.

Experience

Senior Financial Advisor, Associate Vice President - Investments

Education

Georgia State University - J. Mack Robinson College of Business

Skills

Find verified contacts for anyone on LinkedIn