
Philip McDonald
Senior Vice President - Investment Officer
PIM Portfolio Manager
Phone: 205.877.5854
Email: philip.mcdonald@wellsfargo.com
Philip is a PIM® Portfolio Manager and has met the stringent criteria based on experience and expertise to offer Fiduciary duties. Fiduciary duty represents the highest degree of trust and confidence that the investment advisor will act in your best interest. The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
In 2021, Philip earned the distinction of Wells Fargo Advisors Platinum Council. 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 productions from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Committed to helping his community prosper, Philip is active with Vestavia Hills Youth Sports, REV Birmingham, and Fathers in the Field. Mostly, he can be found spending time with his wife of 12 years, Whitney, and two children Lane and Jones. Philip is a member of Hoover Country Club, Shades Mountain Baptist Church, and he is an avid sportsman.

Jonathan Pierce
Financial Advisor
Vice President - Investment Officer
Phone: 205.877.5838
Email: jonathan.pierce@wellsfargo.com
Jonathan enjoys spending free time with his wife Ginny and their four amazing children. They love hiking, mountain biking, traveling and spending time outdoors. He loves being involved in all of their children's activities; from sports to the arts, they always have something fun planned right around the corner.

Brandon Burroughs
Registered Client Associate
Phone: 205.877.5910
Email: brandon.burroughs@wellsfargo.com
Brandon lives in Springville, AL with his wife of 9 years, Jaimie, and 4 children: Lane, Liam, Barrett, and Madelyn. He loves being of service to his family, running, golf, and coaching youth baseball.
