Senior Plan ConsultantPhilip Stathos, a Partner at Mayflower Advisors, helps coordinate the investment and financial needs of his clients to assist them in achieving life goals with their money, including retirement, education, and wealth transfer strategies. His goal is to position his clients to support their life goals to allow them to focus on other aspects of their busy lives.
Prior to joining Mayflower Advisors in September of 2012, Phil was a Senior Vice-President at Wells Fargo Advisors, which acquired A. G. Edwards, where Phil began his advisory career in 1998.
Prior to his work in private wealth management, Phil worked in institutional equity sales for Keefe Bruyette and Woods, and then Fidelity and Scudder Kemper Investments, where he worked in strategic marketing.
Phil is a graduate of Bowdoin College in 1987, where he was captain of the sailing team and the Olin Graduate School of Business at Babson College, where he obtained an MBA in 1993. In addition, Phil holds a Diploma in Financial Planning from Boston University, which he received in 2002.
Outside of the workplace Phil is active as a member of the Board of the Courageous Sailing Center, and he is involved in charitable programs associated with the schools he has attended. Phil and his, wife Alice, stay busy with their three young and active boys, Nic, Cam, and Alexander. The family can be found sailing, skiing, and finding outdoor adventures throughout New England.