Angela began her career in the financial services industry as an intern in 2007, while completing her undergraduate degree. She immediately found a passion and love for helping clients achieve their financial ambitions through supporting advisors. Working in the financial services industry not only fulfills her desire to help others, but also satisfies her thirst for learning and growing both personally and professionally. Angela holds her B.A. in Mathematics and Statistics from Canisius College in Buffalo, NY. She went on to earn her Masters in Financial Services from The American College, and has also earned the coveted Certified Financial Planner professional designation. Angela lives

Angela Phillips
Investment Operations Specialist
Consilio Wealth Advisors
United States, New York, Buffalo
About Me
Profile Information
Investment Operations Specialist
Consilio Wealth Advisors
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Buffalo
New York
United States
Sep 1, 2025
Work Experience
Consilio Wealth Advisors
Investment Operations Specialist Present
Email: angela.phillips@consiliowealth.com
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