Phil Daniels Makes Partner

By Todd Brand, AIF^®

I’m just the kind of guy to begin an announcement regarding our firm’s Vice President, Phil Daniels, with a quote from Al Capone. But there, now that I’ve broken the ice, I can speak to the wisdom that even a criminal could benefit from following.

In the 17 years since my father retired and Phil joined Brand AMG, no person has made a greater impact — both on our people and me as an advisor — than Phil. I’m not the only team member who will echo that conviction: Phil is one of the “four quarters” in the life of our firm, and he has helped make it what it is today.

We have grown more than fivefold since Phil joined Brand AMG in 2004, and as Vice President, Phil’s management of the firm has helped us serve more families, but more importantly, he has helped us grow culturally. So, to add substance to that thought, it is with both gratitude and excitement that we share with you that Phil and his wife Laura have decided to buy into Brand Asset Management Group, Inc. In doing so, Phil will officially become what he has been all along: a tremendous partner in the business.

Given Phil’s pending move to Florida in 2022, this announcement is all the more timely and impactful, as it demonstrates his and Laura’s commitment to finishing his career — one at which he so excels — as a central part of our team. And while Phil’s work over the past 17 years is more than enough reason to elevate him to a partnership role, there is an ancillary benefit: security.

This move will provide you, our valued clients, with greater stability and continuity than is possible with a sole ownership structure, and it will solidify and strengthen the foundation of our business. This move also secures an amazing man, one who is beloved by colleagues and clients alike, for the long haul.

Understandably, some of you were concerned that Phil’s upcoming move to Florida represented an ending of sorts, but with the establishment of this partnership, Phil and Laura’s move to Florida is a new beginning. The last year showed that we can serve our clients, no matter where we happen to find ourselves. And whether Phil is in Chesterfield or in Florida, he will continue to deliver the high-quality service, guidance, and leadership that he has become known for over the last 17 years.

Please join me in congratulating Phil on this most recent positive step in a career that has been filled with them.