Phil Greer has lived and been involved in the Jacksonville and Ponte Vedra community for close to 30 years. He began his career as a Financial Advisor with Merrill Lynch in January 1999. Phil has served clients in the area helping them achieve their financial goals through what have now become multi generational relationships. Phil and his team joined Raymond James 9 years ago, recognizing the cultural differences that make our practices unique in the industry.
Blue Heron Wealth Advisors was formed with a collaboration of two very successful and experienced wealth advisory teams. The foundation of this combination was based on implicit trust, shared values and a vision for serving our client’s needs in a holistic and comprehensive approach, personalized to each relationship. We build custom portfolios specific to each client, not a generic model or firm driven product. We partner with experts as a team approach, working with their trusted CPAs and estate attorneys to assure the team is aligned with the client’s goals and aspirations.
Phil graduated from Auburn University with a degree in International Business and Spanish. He pursued his passion of studying the markets and financial planning after graduate school. Phil met his wife Jamie after moving from Atlanta in 1999. They have 3 children ranging from college to grade school. Phil and his family are very active in the community, participating in various sports including tennis and pickleball, and soccer and football with their younger child Ollie. Phil also contributes his time as an active board member of the Brown Family Ponte Vedra YMCA, and has worked with many local charities supporting our community.