Find an Expert

Find an Expert

Find an Expert

Find an Expert

Philip Bandle, Vice President of Investments, believes that his clients have only one life to live. It is with this vision that he helps them prioritize their goals in order to create and maintain their ideal lifestyle. He has built his business with this mindset and cemented strong relationships with his clients and their families along the way. The cornerstones of his business are simple; trust, service, advice, concern, and always striving to provide complete client satisfaction. His greatest fulfillment comes from making a positive impact on the families and business with which he works.

Utilizing a consultative approach with his high net worth clients, he seeks a complete understanding of not only their financial objectives, but their life goals, as the two are necessarily intertwined. Through this prism he constructs and implements each unique investment plan, tailored specifically to his client’s needs, achieving a balance of expected return, risk, tax-sensitivity, and cost.

Phil has over 23 years of industry experience, previously holding the position of Financial Advisor at Banc of America Investment Services, as well as A.G. Edwards and Sons.

Phil graduated from Eastern Illinois University and holds FINRA Series 7, 63, & 66 Licenses, in addition to Illinois Life & Long-Term Care Insurances Licenses. He resides in Chicago with his wife and daughter, and is active in community and philanthropic affairs.


 

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