Phil Bandle Email & Phone Number

Philip Bandle, Senior Vice President of Investments at Wintrust Wealth Management in Chicago believes that clients have only one life to live. It is with this vision that Phil helps them prioritize their goals in order to create and maintain their ideal lifestyle. With this mindset Phil has built his business, and cemented strong relationships with his clients and their families. The cornerstones of Phil's business are simple; trust, service, advice, concern, and always striving to provide complete client satisfaction.Phil specializes in designing and managing investment portfolios. Utilizing a consultative approach with his high net worth clients, he seeks a complete understanding of not only their financial objectives, but their life goals, as the two are necessarily intertwined. Through this prism Phil constructs and implements each unique investment plan, tailored specifically to his clients needs, achieving a balance of expected return, risk, tax-sensitivity and cost.Phil's greatest fulfillment comes from making a positive impact on the families and business with which he works. A graduate of Eastern Illinois University, Phil has over twenty six years of industry experience, previously holding the position of Financial Advisor at Banc of America Investment Services, as well as A.G.Edwards and Sons. He holds the following FINRA Securities Licenses; Series 7, 63, & 66, in addition to his State of Illinois Life & Long-Term Care Insurances Licenses.Phil resides in Chicago with his wife and daughter, and is active in community and philanthropic affairs.Specialties: Wealth Management PlanningInsurance Planning

Listed skills include Wealth Management, Investments, Portfolio Management, Finance, and 8 others.

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  Eastern Illinois University

  Bachelor Of Science