About Phil
Phil serves as a client performance analyst with the Capstone Wealth Management Group at Wells Fargo Advisors, where he is dedicated to delivering exceptional service to the team’s clients. Phil plays a key role in setting up accounts, developing comprehensive investment plans through eMoney®, and assisting with account management. Before joining Capstone Wealth Management Group, Phil was a Financial Advisor at Lakeshore Financial Group in Chicago, IL. With five years of experience in the financial services industry, he brings a wealth of expertise to his current role. 5 Years of Experience Personal Interests Phil resides in Plainfield, IL with his wife, Hannah, and their Shih Tzu, Bentley. An avid fan of the Chicago Cubs, Bears, and Blackhawks. He enjoys fishing, golfing, and weightlifting. Phil and Hannah also love discovering new restaurants, attending country music concerts, and exploring the latest TV shows.
Areas of focus
Credentials & background
Licenses
Clients served
Regulatory
- Firm CRD #265
The firm
The Capstone Wealth Management Group of Wells Fargo Advisors is a forward-thinking, experienced, and sound wealth management team offering meaningful guidance and a top-tier standard of client care to a select group of individuals, families, business owners, and institutions, both locally and throughout the country.
2056 Westings Avenue, Suite 500, Naperville, IL 60563$2B assets under management