Philip P. Jameson, MBA, MST, CPA

Counselor

Phil Jameson has been with GW & Wade since 1988. Phil advises clients in Boston and across the country, specializing in investment management and income and estate tax planning.

Prior to joining GW & Wade, Phil was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.

  • Certified Public Accountant
  • Member, Massachusetts Society of Certified Public Accountants
  • General Securities Representative (Series 7)
  • Direct Participation Programs Representative (Series 22)
  • Securities Agent (Series 63)
  • MBA, Columbia University with concentrations in Accounting and Finance
  • MST in Taxation from Bentley College Graduate/Masters Program
  • BA in Economics from Harvard University
  • 8 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2011 - 2018