Phillip is the founder and owner of Poitevint Financial, an independent practice of Raymond James. He has been a Financial Advisor for over 15 years. Phillip is also a partner with his father, Steve Poitevint, in the Raymond James office located in Bainbridge, GA. Together they have 44 plus years of combined experience exclusively with Raymond James, and over 52 years in the financial service industry.
Phillip has been involved in the investment industry since his high school years. After high school he attended Auburn University, where he graduated with a Finance Degree in 2006. The very next year he obtained his Accredited Asset Management Designation (AAMS®). In 2011, very early in his career, he obtained his CERTIFIED FINANCIAL PLANNER™ certification.
Phillip spends most of his time helping clients with key investing and life decisions, and has developed a special skill in retirement planning. He is completely committed to a client-centered service, and meets regularly with clients to understand family changes and how that relates to investor portfolio decisions. He goes to great lengths to make sure people are engaged and know that they will be taken care of. His goal is to make the complicated world of investing easier to understand.
Phillip is an avid Auburn football fan and enjoys being outdoors. During his free time, you can find him and his wife, Whitney, enjoying a Pilates class, going out on their boat at Guntersville Lake, or spending time with their beloved dog Paris. Phillip is also very active in his local community. He is a member of the Greater Huntsville Rotary Club, Republican Men’s Club, Auburn Alumni Club, on the board of directors for the Huntsville Quarterback Club, and also, prior Vice President for the Midtowne on the Park Neighborhood Advisory Board.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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.