Phil Margy is a seasoned financial advisor with over 35 years of experience helping individuals and families navigate their financial futures with confidence. He holds an MVA from the University of Toledo, providing him with a strong foundation in financial strategy, planning and business management.
In 1990, Phil relocated to Melbourne, Florida, where he built both his career and life. It was there that he met his wife, Cheri, and together they have created a life centered on family, balance and shared passions. When they’re not in Florida, Phil and Cheri both enjoy spending time in Brevard, North Carolina, along with their beloved dog, Dude.
Outside of his professional work, Phil is an avid golfer and a lifelong musician who has been playing guitar for more than 50 years. His dedication, discipline and creativity – both on and off the course – reflect the thoughtful, steady approach he brings to serving his clients.