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...
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.
