Managing Partner, Molloy Financial Group
With more than 50 years of experience in financial planning and investment management, Edmond “Buzzy” Phillips has the accumulated knowledge and perspective to help you with your financial goals. Buzzy understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Buzzy will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Buzzy endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Buzzy designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Buzzy puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Buzzy began his career in financial services in 1966 and spent 53 years with various firms including 10 years with Raymond James Financial Services. Today, Buzzy provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of Norfolk, Virginia, Buzzy resides in Cape Coral, Florida. He is a member of the Beacon of Hope and Kiwanis International. Away from the office, Buzzy enjoys football, dancing, water sports and reading.
Raymond James is not affiliated with any organizations mentioned.