Chuck Phillipson is a first vice president with Raymond James with over 20 years of experience in financial services. While focusing his business on his clients’ individual financial objectives, Chuck believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Chuck apart.
As a CERTIFIED FINANCIAL PLANNERTM professional, Chuck is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Chuck works hard to help enhance and preserve your investments while assisting you in realizing your goals through long-term financial strategies using portfolio management, retirement planning (including IRAs and 401(k)s), estate planning, 529 education savings plans and more.
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.