Philip Kinney, CFA, CFP

Professional Background

I am a Managing Director – Investment Officer, CERTIFIED FINANCIAL PLANNER^® professional, and Chartered Financial Analyst^® (CFA^®) with Wells Fargo Advisors in Toledo, Ohio. For more than 14 years, I have helped successful individuals, families, and business owners grow, manage, and preserve their wealth through personalized financial guidance and disciplined investment strategies.

I believe the best financial outcomes are achieved through clear communication, thoughtful planning, and a long-term perspective. My goal is to develop lasting relationships built on trust, helping clients navigate life's opportunities and challenges with confidence.

My commitment to excellence and client service has earned recognition from both my firm and the industry. Forbes ranked me #40 in Ohio on the 2025 Best-In-State Top Next-Gen Wealth Advisors¹ list and #92 in Ohio on the 2026 Best-In-State Wealth Advisors² list. I have also been recognized as a Wells Fargo Advisors Platinum Council – Pearl³ member for 2025 and 2026.


Personal Background

My wife, Hannah, and I live in Sylvania, Ohio, with our four children: Henry, Charles, William, and Lucy. We enjoy spending time outdoors, participating in our local church, and supporting our children's activities.

Faith and family are the foundation of my life. I am actively involved in my church community, where I volunteer my time leading Bible studies and serving in various ministries. Outside of work, I enjoy reading, playing the piano, and spending quality time with family and friends.


Why Wells Fargo Advisors

I am proud to be part of Wells Fargo Advisors, a firm that shares my commitment to putting clients first. Wells Fargo Advisors provides extensive resources, sophisticated planning capabilities, and investment solutions that enable me to deliver personalized guidance tailored to each client's goals and circumstances.

Whether you are developing a comprehensive plan, preparing for retirement, managing significant assets, or simply seeking a second opinion on your current strategy, I would welcome the opportunity to help. Please feel free to contact me to schedule a conversation.




¹2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).

²2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).

³2025-2026 Platinum Council levels are based on the previous calendar year’s gross revenue in rank order and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Next 125, Emerald – Next 350, Sapphire – Next 500, Pearl – Next 500.

CA Insurance License Number: 1572950. Resident State: OH