P

Philip Poole's
email & phone

Current Position:

Senior Financial Advisor at Wells Fargo Advisors

Experience:

18 years

Location:

Boca Raton, Florida, United States

How to contact Philip Poole

Last updated:2025-10-08
emailp******p@wellsfargoadvisors.com
phone+1-***-***-3475
LinkedIn
YouTube
Skype
Pinterest
Instagram

Work Experience

Senior Financial Advisor at Wells Fargo Advisors

May 2025 - Current

Vice President, Financial Advisor at the Apex Point Group at Morgan Stanley

Oct 2015 - Jul 2025

Financial Advisor at John Hancock

Nov 2007 - Oct 2015

Philip Poole started working in 2007, then the employee has changed 2 companies and 2 jobs. On average, Philip Poole works for one company for 6 years 1 month.

Education

Finance at Florida Atlantic University - College of Business

Current Company Information Wells Fargo Advisors

Name: Wells Fargo Advisors

Speciality: Advice and Planning, Investments, Retirement, Estate Planning Strategies

Location: St. Louis, Missouri, United States

Employees: 10000+

Description: With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. F...

Skills

Retirement, Life Insurance, 529 Plans, College Savings Plans, Financial Services, Advisement, Investments, Retirement Planning, Disability Insurance, Financial Planning, IRAs, Long Term Care Insurance

Frequently Asked Questions

What is Philip Poole's minimum period of employment in the companies?

Philip Poole's minimum period of employment in various companies is 7 years 11 months.

What is Philip Poole's average duration of employment for different companies?

On average, Philip Poole works for one company for 8 years 10 months

What industries has Philip Poole worked in?

Philip Poole works in the Financial Services.

What positions has Philip Poole held before?

Previously, Philip Poole worked as a Vice President, Financial Advisor at the Apex Point Group, and Financial Advisor.

How do I contact Philip Poole?

Philip Poole's email address is p******p@wellsfargoadvisors.com, phone number is +1-***-***-3475. Sign up to get contact details.

Who is the President/CEO/Director of the Wells Fargo Advisors?

The President/CEO/Director of the Wells Fargo Advisors is Keith Fountain

Who are Philip Poole's peers at other companies?

Philip Poole's peers at other companies are Vincent Prémont and Josephine Cosco and Andy Anderson
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Philip Poole Namesakes

Name
Company
Position
P
Coole IT Ltd
Consultant
P
Electrical Engineer
P
Executive Business Officer
P
Carolina Ascent FC
Head Coach/General Manager

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