• Philip M. Greer

    First Vice President, Investments

    Investment Management Consultant

Phil has been a successful advisor to individuals and families for over 25 years. He began his advisory career with Merrill Lynch, continuing his practice with his team over the past 7 years with Raymond James in Ponte Vedra Beach.

Phil, his wife Jamie and 3 kids Emma, Ben and Ollie share most of their free time with an active lifestyle on the tennis courts of Sawgrass, camping, hiking and traveling. Many of their adventures center around their favorite college campuses of Auburn and App State in the mountains of North Carolina. They serve and actively support numerous local charities such as K-9’s for Warriors, Tunnels to Towers, and annual tennis tournaments for cancer research.