A native of Los Angeles, Phil has been in the financial services industry since 1971 and has spent 20 years as a Raymond James branch manager.
He specializes in corporate benefit plans, wealth accumulation, and asset transfer techniques for his clients, which include high-net-worth individuals, private and public corporations, and foundations. He has served on numerous national advisory councils for several major life insurance companies.
Phil is a long-time resident of the Pacific Palisades and has been an active member of Riviera Country Club since 1978.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.