My Approach

Philip Wellman - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.


Philip Wellman - My approach photo

Interests

Golf

Travel

Local Charities

Family

Community Participation

Present : Operation Food Search Volunteer 2014-present

Past:

  • Judevene Center for Autism
  • Mental Health Association
  • St. Louis Zoo Friends Association
  • Asthma and Allergy Foundation of America, St. Louis Chapter
33
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 3 reviews 100.0

Areas of Focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Insurance

Education

  • University of Missouri - Columbia, Bachelor of Arts and Science
  • Major in Economics, Minor in Marketing & Management

Previous Experience

  • AG Edwards & Sons, 1990-2007
  • UBS Financial Services, 2007-2014

My Videos(2 videos)