Phil is a director in the Philadelphia office, where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer, and multigenerational planning for individuals and families.
Prior to Abbot Downing, Phil served as an associate director for Wells Fargo Family Wealth. He joined Wells Fargo in 2006 and has more than ten years of experience in financial services.
Phil earned a master’s degree in business administration from the Villanova School of Business and a bachelor’s degree in business administration from the Smeal College of Business at the Pennsylvania State University, University Park Campus. Phil is a CFP® and CTFA professional and a SAFE-registered mortgage loan originator (NMLSR ID 501704).
Phil is active in the community including serving on the Board of the Philadelphia Estate Planning Council.
Phil and his family make their home in Wynnewood, Pennsylvania.