Phil joined Brand Asset Management Group in 2004 and has 30 years of experience in the investment industry. In 2021, Phil’s commitment to BAMG was recognized when he became a partner in the firm. Phil earned a Bachelor of Science degree in Finance from Millikin University in 1991 and received his MBA with a concentration in Finance from the Olin School of Business at Washington University in St. Louis in 2003. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2007. Phil earned the AIF® designation in 2013. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.

Phil Daniels
Executive Vice President
Brand Asset Management Group
United States, Florida, Tampa
About Me
Profile Information
Executive Vice President
Brand Asset Management Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tampa
Florida
United States
Aug 14, 2024
Work Experience
Brand Asset Management Group
Executive Vice President Apr 2004 - Present
Email: pdaniels@brandamg.com
More profiles to browse
Ryan Green
Senior Wealth Advisor
Todd Brand
President and Chief Executive Officer
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners