Phil Winkel

Phil Winkel currently serves as Vice President and Director of Practice Management and Professional Development at D.A. Davidson Companies since April 2019. Prior roles include Director and Senior Practice Management Consultant at UBS Financial Services, where responsibilities involved developing strategic programs and fostering relationships with Financial Advisors. Previous experience encompasses positions such as Managing Sales Director at MassMutual Financial Group Northwest and MetLife Premier Client Group, where efforts focused on enhancing advisory practices and community leadership. Phil's extensive background in financial services began at Safeco Life & Investments, culminating in a Vice President role overseeing marketing for various financial products. Phil Winkel holds a BA in Economics from the University of Washington and an MBA in Finance & Marketing from Seattle University.