Philip P. Jameson, MBA, MST, CPA

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Philip P. Jameson, MBA, MST, CPA

Investment Strategies
Estate planning
Tax Planning


FIVE STAR Wealth Manager Award in Boston Magazine (2011 – 2022)


Literacy Coach,
Investment Committee Member, Clergy Health and Retirement Trust
Advisory Committee, Town of Wellesley

For more than 35 years, Phil Jameson has advised clients in Boston and across the country, focusing on investment management and income and estate tax planning.  

Prior to joining the firm, 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
  • 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



Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.