400 Pine Stree
Abiliene, TX 79601
It was in the early 90’s when Phillip, a Certified Public Accountant and owner of an accounting firm, became passionately convinced that he needed to do more to help his clients reach their financial goals and needs. Over a two year period he earned his CFP designation through the College of Financial Planning and, along with his years of experience in tax and estate planning, he became that CPA who “did more” for his clients! In 2000, First Financial Bank approached Phillip about joining their team and now, with more than 35 years of financial and accounting experience, Phillip is an Investment and Insurance Executive with First Financial Investment Advisors. A Dallas native and 1979 graduate of the University of North Texas, Phillip works with individuals to plan for the accumulation, preservation, and distribution of wealth. His rich foundation of knowledge and experience are undergirded by the CFP (Certified Financial Planner) and CPA* (Certified Public Accountant) designations and their substantial requirements for continuing education, as well as licenses for life insurance and securities.
The timeline for Phillip’s career in financial services began with his first job as an oil and gas accountant in Dallas and he earned the CPA designation in 1983. Moving to Abilene in 1984, Phillip worked for a local firm and eventually opened his own public accounting firm in 1988. After twelve successful years as a practicing CPA and business owner, and having earned his CFP, he joined the investment team at First Financial Bank in early 2000. Phillip currently works in the First Financial Brokerage offices of the downtown Abilene location. Known for his love of fishing and hunting, Phillip has been a devoted husband for 37 years and is the father of two grown sons. Phillip served on the Board of Directors of Abilene Christian Schools for many years and he and his wife have enjoyed volunteering with and supporting other local non-profit organizations. They are currently volunteering and serving at Disability Resources, Inc., as well as local church-affiliated ministries.
*CPA Services are not provided by Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.