Managing Partner, Wealth Manager
Ann Phimmasone is the co-founder of Private Investment Management Capital (P.I.M. Capital), LLC and is a Managing Member Representative at Woodbury Financial, member of Advisor Group, one of the largest independent broker-dealer firms in the country. She has been practicing since 2000 and has established herself as a dedicated Wealth Manager with various top firms in the industry over the last 19 years.
Before founding P.I.M. Capital and working with Woodbury Financial, Ann was a Vice President/Financial Advisor at Capital One Investing for six years, a Senior Financial Specialist/Assistant Vice President at Wachovia Bank for 8 years, and a Financial Advisor/Supervisory Principal at M&T Securities for 4 years.
Ann brings a blend of expertise and leadership to help meet clients’ objectives by implementing a tailored investment strategy for each client’s unique situation. She uses a holistic approach in creating financial plans for each client’s needs and goals. She has several registrations in the securities industry currently: Series 6, 7, 63, 65, 26 and Life and Health licenses.
With her long history in the business, she specializes in providing investment advisory, wealth management and insurance planning for individuals and businesses through strategic financial planning. Ann is responsible for managing over $100M in client assets and has been recognized with numerous awards and honors over her career. Most recently, Ann was recognized by Washingtonian Magazine* as a top Wealth Advisor with Capital One Investing in Virginia, DC and Maryland in 2016, 2017 and 2018.
Ann grew up in the Northern Virginia area and is a graduate of the University of Virginia with a degree in Rhetoric & Communication Studies. During her free time, she enjoys cooking, reading, and spending quality time with her husband, their daughter and family.
*Washingtonian – DC’s Best Financial Advisers is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. 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.