With the knowledge that comes with more than 20 years of experience in the financial services industry, Phil helps investors navigate the myriad of available investment options with dedicated, focused service and a personal commitment.
From financial planning to comprehensive account management, Phil strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Phil has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also, he provides information you need to make informed decisions, based on realistic expectations, about your investment needs.
Phil joined Raymond James in 2017 after 11 years with Edward Jones. He is a graduate of the University of Mississippi and received a degree in finance. He holds the Accredited Asset Management Specialist™ (AAMS®) designation. Phil lives in St. Louis, Missouri, is married to his wife, Sarah, and has three four-legged children. When not in the office, he enjoys competitive golf and travel.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.