The future of advising

The future of advising

Philip Zanone, President

"We’re looking for advisors wanting to expand their professional capabilities, serve a higher client, and grow and adapt with our industry.

For firm president Philip Zanone, Wunderlich is everything he hoped could come from a small group of financial professionals who simply wanted more for their careers, their clients and their families. He was among the founders of the firm built primarily to serve as a great resource for the success-minded financial advisor. Over two decades later, Wunderlich’s mission to put the needs of the client first and dedication to the advisors serving those clients continues to resonate.

“Our Private Client Group is a very strong group of individuals who run their individual businesses, but do it within a platform that is very nurturing and allows them to run their business as they see fit,” says Philip. “As we move forward, our emphasis is attracting the right individuals, and continuing to expand our platform to ensure their business can continue to grow as the industry changes.”

Meet more of the team.