Ben Phillips, Wells Fargo Advisor, LLC.

Description

Joe has worked in the financial services industry for over 17 years. He joined Wells Fargo Advisors in 1999 as the firm’s chief e-commerce officer and continues to position the firm’s overall business platform and investment process to meet the strategic goals of the organization. Previously, Joe worked for the IBM Consulting Group as an internal business strategy consultant at PaineWebber and as a capital markets officer/trader at Chase Securities.

Wells Fargo Advisors' Diversity & Inclusion Advisory Council (DIAC). Over the years, we have developed a series of important initiatives and implemented policies that make our company a unique, exciting, and productive place to work and do business. Aligning with our customer base, engaging in our communities, and attracting and retaining talented individuals are critical to our success.

Supplier diversity. We provide all suppliers equal access to procurement opportunities and encourage team members to use a supplier base that reflects the diversity of our team members, customers, and communities.

Wells Fargo Advisors is a non-bank subsidiary of Wells Fargo & Company, providing advisory services, asset management, brokerage services, estate planning strategies, retirement planning, portfolio analysis and monitoring, and other financial services through more than 18,000 registered representatives.

In developing a plan, it's a good idea to seek advice from a variety of knowledgeable specialists. This group could include an attorney, physicians, social workers and counselors, and nonprofit organizations who have experience in dealing with a particular type of disability or medical condition.

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