Phil is a director in the Philadelphia office of Abbot Downing where he is responsible for managing client relationships with an emphasis on fiduciary administration, wealth transfer, and multigenerational planning for individuals and families. In addition, Phil works with a number of institutional foundations and endowments focusing on a variety of philanthropic and administrative services.
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 15 years of experience in financial services.
Phil is a SAFE-registered mortgage loan originator (NMLSR ID 501704).
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.
Phil and his family make their home in Wynnewood, Pennsylvania.