<h1>Our Boards</h1>

Our Advisory Board

Dan Philpott
VICE PRESIDENT, SENIOR PRIVATE BANKER, WELLS FARGO

 

Dan Philpott is a Senior Private Banker and Vice President for the Indianapolis region of Wells Fargo Private Bank. As part of The Private Bank, Dan works with clients to understand their needs and then coordinates a team of specialists to provide clients with wealth management services, including banking, credit, investment management and trust and estate services through Wells Fargo Bank, N.A., as well as brokerage services through Wells Fargo Advisors, LLC.

Prior to joining Wells Fargo, Dan was a Wealth Management Advisor at Fifth Third Private Bank in Indianapolis for 15 years where he held various management positions specializing in commercial and customized personal lending and investments. He has been in the banking and financial services industry for more than 25 years.

Dan earned his bachelors degree in Marketing from Indiana University. He currently serves on the Board of Directors of the Indianapolis Symphony Orchestra and the Indiana Chamber of Commerce. In addition, he participated in the Stanley L. Lacy Executive Leadership Series and is a member of the Lacy Leadership Association. Dan served as Communications Committee Chairman for both the 2007 Women's Amateur Golf Championship and the 2009 U. S. Senior Open held at Crooked Stick in Carmel, Indiana.

Dan and his wife Elizabeth reside in Carmel with their four children, Sam, Ally, Joe and James.