Phil Marchetti

Managing Partner, Head of Advisor Experience

With over 17 years of investment and client service experience, Mr. Marchetti has worked at some of the world’s largest financial institutions. During his tenure he was consistently recognized as a top advisor. Phil was ranked #24 of the top 50 bank advisors country wide by Bank Investment Consultant magazine in 2013*. In 2014 he was named one of the top fee based planners from nationally*. Phil has taken a simple philosophy while helping his clients navigate through the ever changing financial landscape: “Show a client you care, that you’re competent, and give them extraordinary service.” In joining LPL and Gladstone Wealth Partners, Phil will be able to dedicate all of his time and efforts to this core belief.

Phil lives in Basking Ridge, NJ, with his wife Paula and his two daughters Iliana and Samara.

* The 2013 Top 50 Bank Advisors award and the 2014 Top Fee Based Advisors Award uses six variables and combines them into a weighted average. They are (1) 2013 assets under management; (2) trailing 12 month production; (3) percentage change in AUM from the previous year; (4) percentage change in trailing 12 month production; (5) amount of fee based business; and (6) the ration of production per AUM.