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About Phil

Philip SpillanePhil returned to Vermont in 2000 to become a partner at Bell Financial Services, later renamed Bell Wealth Management. In 2010, he became sole Principal of the firm, which was originally established in 1961. Phil concentrates on Financial Planning and Investment Strategies.

A 1980 graduate of the University of Vermont, Phil earned a BA in Business Administration and later earned his MBA from Suffolk University. Graduating first in his class, he was inducted into the Beta Gamma Sigma scholar honor society for collegiate schools of business.

Holding the professional designation of Certified Financial Plannerâ„¢ Professional, he is also a Registered Representative and General Securities Principal with Cambridge Investment Research, Inc.; additionally, he is an Investment Advisory Representative (IAR) with Cambridge Investment Research Advisors, a Federally Registered Investment Advisor. Phil holds Series 7,24,and 66 licenses. You can take a look at Phil's background on FINRA'S Brokercheck.

Phil and his wife are the parents of two children and they are active outdoor enthusiasts.

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Phil Spillane



Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of  Vermont, California, Colorado, Florida, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New York, Virginia, North Carolina, Rhode Island, Tennessee, and Connecticut. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bell Wealth Management are not affiliated.
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