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Philip Kinney, CFA, CFP
Financial Advisor
Email Address
Philip.Kinney@wellsfargoadvisors.comPhone Number
(419) 720-9737Toll Free
(800) 527-7099I am a Senior Vice President - Investment Officer, CERTIFIED FINANCIAL PLANNER (R) practitioner, and a Chartered Financial Analyst with Wells Fargo Advisors in Toledo, Ohio. For more than 12 years, I've been helping my clients grow, manage, and preserve their wealth. I believe that the best financial outcomes are achieved through clear communication and thoughtful planning. My wife, Hannah, and I live in Sylvania, Ohio with our four children, Henry, Charles, William, and Lucy. We are actively involved in our local church and love spending time outdoors. I volunteer my time leading Bible studies and serving as a board member of the Northwest Ohio Classical Academy Foundation. I believe Wells Fargo Advisors is a great place for clients to invest their wealth. Wells Fargo Advisors understands the importance of putting clients first and provides an abundance of tools and resources to meet each of our client's needs. If you would like help developing an investment plan, or just need a second opinion on your investments, please call me to schedule an appointment.
Certificates
CFA, CFP
Investment expertise and advice in an effort to help clients succeed financially





