Philip Winkel

Philip Winkel has joined D.A. Davidson as Vice President, Director of Practice Management and Professional Development, in the firm’s Seattle office. He comes to D.A. Davidson with extensive experience in the financial services industry, most recently with UBS Wealth Management.

He leads and supervises D.A. Davidson’s practice management group, which supports financial advisors working from approximately 70 Wealth Management branch that span Western and Midwestern states. Winkel and his team deliver advisory practice management solutions. These include strategic planning support and business development coaching, consulting services and education – assisting advisors in running effective practices so that the advisors can focus on client interaction.