Wealth Advisor / Partner
Current
Jul 2020 - Present
AeroLeads people directory · profile
Maxwell Phillips Email & Phone Number
3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893
at
Channel Wealth
1 work email found
@channelwealth.com
2 phones found area 805
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893
Location
Santa Barbara, California, United States
Company size
Who is Maxwell Phillips? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Maxwell Phillips is listed as 3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893 at Channel Wealth, a with 8 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at channelwealth.com, phone signal with area code 805, and a matched LinkedIn profile for Maxwell Phillips.
Maxwell Phillips previously worked as Wealth Advisor / Partner at Channel Wealth and Wealth Manager* at Ameriflex Financial Services. Maxwell Phillips holds Bachelor'S Degree, Business Economics from University Of California, Santa Barbara.
Company email context
Email format at Channel Wealth
This section adds company-level context without repeating Maxwell Phillips's masked contact details.
{first}.{last}@channelwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Maxwell Phillips. Compare company email patterns before reaching out.
Profile bio
About Maxwell Phillips
Advisory Services offered through Channel Wealth, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
Current workplace
Maxwell Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Channel Wealth
2 roles
Maxwell Phillips work experience
A career timeline built from the work history available for this profile.
Wealth Manager*
*Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through AmeriFlex® Financial Services, which is not affiliated with SagePoint Financial, Inc.
Mar 2005 - Jul 2020
Team & coworkers
Colleagues at Channel Wealth
Other employees you can reach at channelwealth.com. View company contacts for 8 employees →
1 education record
Maxwell Phillips education
FAQ
Frequently asked questions about Maxwell Phillips
Quick answers generated from the profile data available on this page.
What company does Maxwell Phillips work for?
Maxwell Phillips works for Channel Wealth.
What is Maxwell Phillips's role at Channel Wealth?
Maxwell Phillips is listed as 3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893 at Channel Wealth.
What is Maxwell Phillips's email address?
AeroLeads has found 1 work email signal at @channelwealth.com for Maxwell Phillips at Channel Wealth.
What is Maxwell Phillips's phone number?
AeroLeads has found 2 phone signal(s) with area code 805 for Maxwell Phillips at Channel Wealth.
Where is Maxwell Phillips based?
Maxwell Phillips is based in Santa Barbara, California, United States while working with Channel Wealth.
What companies has Maxwell Phillips worked for?
Maxwell Phillips has worked for Channel Wealth and Ameriflex Financial Services.
Who are Maxwell Phillips's colleagues at Channel Wealth?
Maxwell Phillips's colleagues at Channel Wealth include Chris Snowden, Allison Han, and Justin Anderson, Cfp®.
How can I contact Maxwell Phillips?
You can use AeroLeads to view verified contact signals for Maxwell Phillips at Channel Wealth, including work email, phone, and LinkedIn data when available.
What schools did Maxwell Phillips attend?
Maxwell Phillips holds Bachelor'S Degree, Business Economics from University Of California, Santa Barbara.
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