Fun Facts:

• Maintains a one-acre garden at home and loves being outdoors

• Enjoys playing softball

• Fall is her favorite season

Angela M. Phillips

MSFS, CFP®
Investment Operations Specialist

Angela serves as the Investment Operations Specialist at Consilio Wealth Advisors, where she manages all aspects of account servicing, including account opening, money movement, and trading. She is a primary point of contact for clients needing assistance with their accounts and works closely with advisors to ensure smooth and efficient client experience.

Angela began her career in the financial services industry in 2007 and quickly developed a passion for supporting advisors and helping clients achieve their financial goals. She holds a Masters in Financial Services from The American College and has earned the CERTIFIED FINANCIAL PLANNER® designation.

Outside of work, Angela enjoys spending time with her family and reading.