Phillip Brancato's Location
Saint Clair Shores, MI, US
Phillip Brancato's Work
- First Vice President, CFP® @ Legacy Wealth Management
- First Vice President - Investment Officer @ Wells Fargo Advisors
- Vice President - Investment Officer @ Wells Fargo Advisors
- Financial Advisor @ Olde Discount Corporation
Phillip Brancato's Education
- Walsh College of Accountancy and Business Administration
Bachelor of Business Administration (B.B.A.) (Finance)
1993 - 1995
Phillip Brancato's Skills
- Investments
- Valuation
- Asset Management
- Banking
- Underwriting
- Mortgage Banking
- Capital Markets
- Equities
- Portfolio Management
- Corporate Real Estate
Phillip Brancato's Summary
Phillip Brancato, based in Saint Clair Shores, MI, US, is currently a First Vice President, CFP® at Legacy Wealth Management, bringing experience from previous roles at Wells Fargo Advisors and Olde Discount Corporation. Phillip Brancato holds a 1993 - 1995 Bachelor of Business Administration (B.B.A.) in Finance @ Walsh College of Accountancy and Business Administration. With a robust skill set that includes Investments, Valuation, Asset Management, Banking, Underwriting and more, Phillip Brancato contributes valuable insights to the industry. Phillip Brancato has 2 emails and 1 mobile phone number on RocketReach.
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Phillip Brancato
First Vice President, CFP® at Legacy Wealth Management
Saint Clair Shores, MI, US21
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