Martin John Philpot, MBA, CFP, CEPA
Managing Director - Investments
Senior Financial Advisor
Focus
Martin provides comprehensive investment planning for individuals, trusts, and businesses.Background and Experience
Martin is honored to be recognized by Forbes as one of the Best-in-State Wealth Advisors for 2023, and as part of the Wells Fargo Advisors Platinum Council for 2022. For over 18 years, Martin has helped clients address their financial concerns and develop strategies by focusing on each client’s specific needs. With extensive experience throughout major shifts in the markets, Martin has dedicated his career to delivering the personalized investment planning services his clients deserve.Martin began his career as a Financial Advisor with Morgan Stanley in Tucson, where he developed his fundamental investment knowledge. He joined Wells Fargo Bank, N.A. in 2006 to take a team approach to providing personalized financial advice for individuals and families as a Private Banker. After three years at Bank of the West managing the Wealth Management office in Arizona, he returned to Wells Fargo Advisors as a Financial Consultant in 2014.
He completed his bachelor’s degree in economics at the University of Iowa in 2000. In 2012, Martin earned his MBA from the University of Arizona’s Eller College of Management. He is a member of the Financial Planners Association of Southern Arizona.
Martin’s passion for learning doesn’t end there. Growing up in England, where his father worked for an American firm, Martin learned to enjoy exploring new places and new people. During his childhood he studied in Holland for two years. After college, he spent two years in France before finally moving to Tucson in 2002.
Away From the Office
Martin spends his free time with his wife, Megan, and their daughters, Maddie and Harper. Martin enjoys coaching the girls’ soccer teams, his newfound enjoyment of bourbon, and a round of golf with friends and clients.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Certificates
MBA, CFP, CEPA