Richard Phillips
Executive Director & Senior Estate Advisory Specialist at Wells Fargo Private Bank | Tampa, Florida, United States
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Richard Phillips serves as the Executive Director and Senior Estate Advisory Specialist at Wells Fargo Private Bank, where he leverages his extensive expertise in estate and small business planning to provide tailored solutions for clients across the Florida Gulf Coast. With a focus on preserving family wealth for future generations, Richard crafts comprehensive estate plans that address the unique needs of each family he serves. His role involves not only the strategic development of these plans but also the sensitive management of estates for clients who have entrusted Wells Fargo with their legacy.
In his capacity as an Estate Services manager, Richard oversees the intricate process of settling estates for deceased clients, ensuring that their wishes are honored and their assets are distributed according to their specific instructions. His deep understanding of trusts, estate law, and corporate structures allows him to navigate complex legal landscapes, providing peace of mind to families during challenging times. Richard’s commitment to promoting peaceful wealth preservation is reflected in his meticulous approach to estate management, where he emphasizes clear communication and personalized service.
Richard's diverse skill set encompasses various areas of law, including bankruptcy, corporate law, and family law, which enhances his ability to address the multifaceted needs of his clients. His experience in mediation and trials further equips him to handle disputes that may arise during the estate settlement process. As a trusted advisor, Richard Phillips not only helps families secure their financial futures but also fosters lasting relationships built on integrity and expertise in estate and small business planning.
Executive Director & Senior Estate Advisory Specialist at Wells Fargo Private Bank in November 2022 to Present
Estate Planning Attorney at PJI Law, PLC in July 2019 to November 2022
Owner & Estate Planning Attorney at Hometown Estate Planning in November 2013 to November 2019
Estate Planning Attorney at Steffan & Associates, P.C. in November 2012 to January 2014
Lawyer at Self-Employed in October 2004 to August 2011
Associate Attorney at Norris, St. Clair & Lotkin in January 2007 to January 2008
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George Mason University School of Law, Juris Doctor, January 1996 to January 1999
James Madison University, BA, January 1991 to January 1995
W.T. Woodson, January 1987 to January 1991
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Optimization Strategies
Planning Law
Wealth Management Services
Wealth Preservation Planning
Business Planning
Financial Advisory
Tax Law
Client Relations
Taxation
Charitable Giving
Revocable Trusts
Estate Tax Planning
Estate Law
Preparation of Wills
Estate Planning
Litigation
Bankruptcy
Legal Research
Commercial Litigation
Real Estate
Corporate Law
Mergers
Legal Writing
Wills
Courts
Appeals
Family Law
Trusts
Mergers & Acquisitions
Civil Litigation
Trials
Small Business
Mediation
Personal Injury
Estate Administration
Westlaw
Employment Law
Public Speaking
Legal Assistance
Intellectual Property
Arbitration
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What is Richard Phillips email address?
Email Richard Phillips at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Richard Phillips's email found in 2026.
How to contact Richard Phillips?
To contact Richard Phillips send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on May 07, 2024)
What company does Richard Phillips work for?
Richard Phillips works for Wells Fargo Private Bank
What is Richard Phillips's role at Wells Fargo Private Bank?
Richard Phillips is Executive Director & Senior Estate Advisory Specialist
What is Richard Phillips's Phone Number?
Richard Phillips's phone (305) ***-*199
What industry does Richard Phillips work in?
Richard Phillips works in the Legal Services industry.
Richard Phillips Email Addresses
Richard Phillips Phone Numbers
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