Financial First Advisors
46yrs
Top advisor by experience in Columbia
21yrs
Mark Phillips
Financial advisor at Wells Fargo Advisors
Based in Columbia, Maryland, Mark Phillips is a fiduciary financial advisor with 21 years of industry experience. Mark has been with Wells Fargo Advisors since 2026; before that, Mark spent six years at Merrill and seven years at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors in Columbia
Office8830 Stanford Blvd Suite 302, Columbia, MD 21045
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2022 – now
- 2016 – 2022MerrillPreviously
- 2009 – 2016Morgan StanleyPreviously
- Feb 2008 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Mark
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Mark. 8830 Stanford Blvd Suite 302Columbia, MD 21045Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Mark Phillips. Mark works from the Columbia, MD office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 21 years. More experience than 67% of advisors in Columbia.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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