In 2011, Philip joined Wells Fargo Advisors in the Birmingham area where he has served investors for 18 years and looks forward to helping them meet their financial goals for many years to come. Prior to joining Wells Fargo Advisors, Philip held the position of Financial Advisor with UBS Financial Services and Merrill Lynch. Philip is a graduate of The University of Alabama with a B.S. in Commerce and Business Administration. He holds FINRA Series 7 & 66 registrations.

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 REV Birmingham. 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 graduated from Auburn University with a Bachelor of Science in Business Administration in 2004 with a major in Finance. After graduation, he began working for his family business as a project manager and enjoyed his time there for eight years before leaving to pursue his career in finance. In 2012, Jonathan began his career in the financial services industry, allowing him to focus on his passion of helping people achieve their financial goals to help them enjoy life to the fullest. Now, as a Financial Advisor with the Birmingham office of Wells Fargo Advisors, Jonathan takes pride in working for a firm that puts you first.

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.