Phillip A. Brancato CFP® First Vice President

First Vice President, CFP® at Legacy Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
St Clair Shores, Michigan, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CERTIFIED FINANCIAL PLANNER (CFP®)
    Certified Financial Planner Board of Standards, Inc.

Experience

  • Legacy Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • First Vice President, CFP®
      • Jan 2023 - Present

      Legacy Wealth Management is an affiliate of Wells Fargo Advisors Financial Network LLC. Legacy Wealth Management is an affiliate of Wells Fargo Advisors Financial Network LLC.

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • First Vice President - Investment Officer
      • Jun 2019 - Present

    • Vice President - Investment Officer
      • Aug 2001 - Jun 2019

  • Olde Discount Corporation
    • Financial Advisor
      • 1996 - 2001

      Investment Planning Investment Planning

Education

  • Walsh College of Accountancy and Business Administration
    Bachelor of Business Administration (B.B.A.), Finance
    1993 - 1995

Community

You need to have a working account to view this content. Click here to join now