T: 248.540.3733

F: 866.522.9597

TF: 800.544.8754

325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
Chuck Phillipson, CFP® First Vice President, Wealth Management

Chuck has a gift for expressing the complex dynamics of financial planning in easy-to-understand terms. For example, he often compares it to a builder’s blueprint, where everything is clearly defined and at the same time adaptable.

Chuck’s successful track record in wealth management as a CERTIFIED FINANCIAL PLANNER™ professional extends beyond two decades. His extremely personable demeanor complements his unmatched professional knowledge and insight. Chuck is especially committed to helping his clients maximize the potential of their long-term care and retirement planning. Outside the office, Chuck officiates high school football and college basketball. In the summer months he competes in water ski tournaments, and enjoys spending time on the water with his wife Patty. They have a son who is a high school choir director, and a daughter who attends the University of Michigan. Chuck is also very involved in various charities, including senior care and fund-raising for schools.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP(with plaque design) and CFP ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use