Philip McDonald
Senior Vice President - Investment Officer at
Wells Fargo Advisors
Years of Experience
20 years
Number of Clients
120
Average Client Size
$750,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I'm here to be your trusted financial partner- someone who listens, understands what matter most to you, and helps turn your goals into a clear, confident plan for your future.
Clientele
Services Provided
Investment Management
Retirement Planning
Business Retirement Solutions
Investment Planning
Specialties and Expertise
Pricing Models
Education
University of Alabama
B.S. in Commerce and Business Administration
Obtained in 2005
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
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