Phil Spillane
Philip S. Spillane MBA, CFP®,

Phil 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 Planner™ 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 my background on FINRA's BrokerCheck.

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

Phil recently wrote a book, Starting With the Destination in Mind. It was written to aid both those looking to build wealth and those looking to protect wealth, and is presented in a fun, easy to follow format. For more details about the book, please visit

Watch my "Books Over Breakfast" interview on WCAX.


110 Kimball Avenue, Suite 240 • So. Burlington, Vermont 05403
phone (802) 658-4040 • toll-free (800) 549-7044 • fax (802) 862-4789 • click to email us

Bell Wealth Management
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