Phil Winterson
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Phil Winterson Email & Phone Number

Managing Director - Branch Manager at Wells Fargo Advisors at Wells Fargo Advisors
Location: Beverly Hills, California, United States 4 work roles 1 school
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email p****@wellsfargoadvisors.com
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Current company
Wells Fargo Advisors
Role
Managing Director - Branch Manager at Wells Fargo Advisors
Location
Beverly Hills, California, United States
Company size
15127 employees

Who is Phil Winterson? Overview

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Quick answer

Phil Winterson is listed as Managing Director - Branch Manager at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Phil Winterson.

Phil Winterson previously worked as Managing Director-Branch Manager at Wells Fargo Advisors and WFA Business Leader at Wells Fargo Advisors. Phil Winterson holds B.S., Management/Finance from University Of Massachusetts Boston.

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Email format at Wells Fargo Advisors

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Phil Winterson. Compare company email patterns before reaching out.

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Profile bio

About Phil Winterson

As a HNW Branch Manager, I manage offices in Beverly Hills, Brentwood and Downtown Los Angeles, with 58 Advisors and over $22.9 billion in client assets as of 8/30/2024, and I have further responsibilities for the Private Wealth Advisors throughout the rest of Greater L.A.I joined Wells Fargo/Wachovia Securities in 2006, and have led teams of Advisors in Los Angeles, Orange County, San Diego, Charlotte NC and Las Vegas NV. From 2016 through 2019, I led nine managers and 330 FAs in SoCal and Las Vegas. Throughout my tenure, I have recruited over 70 experienced Advisors and eight managers to the firm, including 12 in 2023 & 2024. Identifying and attracting talented Advisors continues to be one of my key focuses.Originally from Massachusetts, I have been in Southern California since 1993. I received a B.S. in Finance from University of Massachusetts in Boston in 1990 and have been in the Brokerage/Wealth Management business my entire professional career. I live in Manhattan Beach with my wife and two children. Outside of work and family, I have been an avid rock climber and mountaineer for 40 years.If you would like to contact me, please call me at (310) 647-7555, or email me at Philip.winterson@wellsfargo.com.This information is intended for use by residents of AL, AR, CA, MA, UT, VA, and WY only.CA Insurance Producer License Number 0B31178. Resident State: CA./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Phil Winterson's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Managing Director - Branch Manager at Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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4 roles

Phil Winterson work experience

A career timeline built from the work history available for this profile.

Managing Director-Branch Manager

Current
Wells Fargo Advisors

San Diego Metropolitan Area

The complex is comprised of the offices in Downtown San Diego, La Jolla, Palm Desert and Riverside, and Financial Advisors in Greater San Diego.

Jul 2021 - Present

Wfa Business Leader

Wells Fargo Advisors

Ensure the success of the merger between Private Client Group and Wealth Brokerage Services in the Pacific South division, with responsibilities nationally as well.

Nov 2019 - Jul 2021

Director Of Brokerage For Ca/Nv, Managing Director

Wells Fargo Advisors

Southern CA And Las Vegas

Director of Brokerage for California/Nevada, with responsibility for Southern California and Las Vegas. Directly managed nine managers and 330 Wells Fargo Advisors for Wells Fargo Advisors within the Private Banking offices and bank branches in San Diego, Orange County, Los Angeles, Pasadena, Beverly Hills, Brentwood and Las Vegas, with satellite offices.

Sep 2016 - Oct 2019

Regional Brokerage Manager, Senior Vp

Wells Fargo Advisors

Various Southern CA Branches, Charlotte NC

From 2009 - 2016, Phil managed flagship Wealth Brokerage Services branches in Beverly Hills, Newport Beach/Irvine, Downtown Los Angeles and Charlotte, NC. From 2006 - 2009, Phil created the WBS investment business from ground up in Southern CA with little guidance or blueprint. Hired every employee; from Ops Manager to Sales Assistants to Financial.

May 2006 - Sep 2016
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

AC Andrew Cary Hall Andrew Cary Hall Colleague at Wells Fargo Advisors Richmond, Virginia, United States, United States View → SB Susan Brough Susan Brough Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View → WE William E. (Bill) Hardin, Cfp® William E. (Bill) Hardin, Cfp® Colleague at Wells Fargo Advisors Chattanooga, Tennessee, United States, United States View → ZC Zena Crawford Zena Crawford Colleague at Wells Fargo Advisors Helena, Montana, United States, United States View → AL Ansley Legg Ansley Legg Colleague at Wells Fargo Advisors Frisco, Texas, United States, United States View → RV Ray Voltz Ray Voltz Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View → LR Leanne Robinson Leanne Robinson Colleague at Wells Fargo Advisors Beaumont-Port Arthur Area, United States View → MS Mike Shortell Mike Shortell Colleague at Wells Fargo Advisors Denver Metropolitan Area, United States View → MM Mary Magee Mary Magee Colleague at Wells Fargo Advisors Charlotte, North Carolina, United States, United States View → LW Leo Walker Leo Walker Colleague at Wells Fargo Advisors San Diego County, California, United States, United States View →
1 education record

Phil Winterson education

FAQ

Frequently asked questions about Phil Winterson

Quick answers generated from the profile data available on this page.

What company does Phil Winterson work for?

Phil Winterson works for Wells Fargo Advisors.

What is Phil Winterson's role at Wells Fargo Advisors?

Phil Winterson is listed as Managing Director - Branch Manager at Wells Fargo Advisors at Wells Fargo Advisors.

What is Phil Winterson's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Phil Winterson at Wells Fargo Advisors.

Where is Phil Winterson based?

Phil Winterson is based in Beverly Hills, California, United States while working with Wells Fargo Advisors.

What companies has Phil Winterson worked for?

Phil Winterson has worked for Wells Fargo Advisors.

Who are Phil Winterson's colleagues at Wells Fargo Advisors?

Phil Winterson's colleagues at Wells Fargo Advisors include Andrew Cary Hall, Susan Brough, William E. (Bill) Hardin, Cfp®, Zena Crawford, and Ansley Legg.

How can I contact Phil Winterson?

You can use AeroLeads to view verified contact signals for Phil Winterson at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Phil Winterson attend?

Phil Winterson holds B.S., Management/Finance from University Of Massachusetts Boston.

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