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Needham

Phil Jameson

CPA, MBA, MST

Senior Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

Phil Jameson

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Phil Jameson

Professional Certifications

  • CPA – Certified Public Accountant
  • MBA – Master of Business Administration
  • MST – Master of Science in Taxation

About Phil

For more than 35 years, Phil has advised clients in Boston and across the country, focusing on investment management and income and estate tax planning.

Prior to joining the firm, Phil was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.

Education and Professional Milestones

-Harvard University - BA in economics

-Columbia University - MBA with concentrations in accounting and finance

-Bentley College Graduate/Masters Program - MST in taxation

-Member, Massachusetts Society of Certified Public Accountants

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