Phil Battin is a values-based wealth management advisor who has provided exceptional support and service to his clients since 1994. He brings extensive experience to Ambassador Wealth Management with expertise gained at a Wall Street investment firm, Fidelity Investments, GCG Financial, Securian Financial, as well as his own family-owned businesses. With an established reputation for bringing a practical approach to business theory, Phil advises high net-worth clients, applying a holistic strategy to advocate for their needs. He believes in the power and wisdom of collaborating with other advisors such as accountants, attorneys and private bankers to implement quality, full-service strategies. Phil is dedicated to providing exemplary, dedicated service by leading with "the mind of a scholar and the heart of a shepherd”.
Phil's broad expertise ranges from multi-generational wealth management strategies to transferring estates that are sensitive to legacy considerations, including charitable pursuits. Phil offers diverse investment strategies and has access to portfolio solutions constructed through academically based research, utilizing quantitative, tactical, and traditional investment factors to help clients preserve and grow wealth. By simplifying and resolving key concerns, Phil helps his clients achieve their financial goals and preserve financial independence for the benefit of multiple generations.
A graduate of Finance and Accounting with a minor in Biblical Studies from Cedarville University in Ohio, Phil went on to receive an International Business & Economics minor from the International Business Institute. He studied in nine countries and had the privilege of studying under former world and corporate leaders, such as World Economic Forum, NATO and Nestle. Phil has completed financial planning coursework through DePaul University and studies Legacy Planning through Heritage Institute in Oregon. He also participated in BOOT Camp through John Brown in order to advance his knowledge of exit planning strategies. Phil holds his Series 6, 7, and 66 registrations, as well as his life and health insurance licenses.
Phil is a member of various professional organizations, including the Million Dollar Round Table (Top of Table) and the National Association of Insurance and Financial Advisors (NAIFA). Throughout his career, Phil has received numerous awards. Most recently, while with Woodbury Financial Services, Phil was recognized as the number one advisor for insurance and was third for new assets under management. While at GCG Financial, Phil was the number one advisor for new assets under management and was twice recognized as the Masters Club Advisor of the Year and has been featured in Chicago Magazine.
A resident of Saint Charles, where he lives with his wife Britta and their five children, Phil has been active in many charitable organizations, including Pinnacle Forum (as National Treasurer), United Nations Christian Embassy in New York, Chicago NFL Alumni Board, Fellowship of Christian Athletes, and Cru. When he is not working or spending time with his family, he enjoys participating in car events, fishing and golfing. Phil is a member of the Elgin Country Club and Max McGraw Wildlife Foundation.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately
owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Masters Club Advisor of the Year 2022 was based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.