Phillip Passey understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Holly Springs, NC, he puts his clients – and their needs – first.
Offering a wide range of investment services and alternatives, Phillip is committed to helping you achieve your financial goals. He works with clients to design investment portfolios to meet their individual needs.
Phillip has 13 years of experience as a Financial Advisor. He joined Raymond James in 2012, which has allowed him to expand his services and expertise on an independent basis.
In 2015, Phillip earned his AAMS®, Accredited Asset Management SpecialistSM, a professional designation awarded after completing courses of study encompassing investments, insurance, tax, retirement, and estate planning issues. He graduated from Southern Virginia University in 2005 with a BA in Business Management and Finance and currently holds Series 7, 63, 66, Life Insurance, Annuity and Long Term Care Insurance licenses. In order to enhance his experience, Phillip completes several continuing education courses and attends annual conferences.
Actively serving our community is something that Phillip takes great pride in. He has been a member of the Holly Springs Chamber of Commerce since 2008 and served on the Board of Directors from 2015 to 2017. He has also previously served as Ambassador and Ambassador Chair. As a long time runner, Phillip enjoyed volunteering his time organizing the Holly Springs 5k and serving as Event Director for the Holly Springs 4@4 Race between 2008 and 2014. Because helping families and children is so important to Phillip, he is happy to help seriously ill children get the smiles they deserve through Meg’s Smile Foundation. He has served as a committee member for this wonderful local charity since 2012.
Originally from New Mexico, Phillip currently resides in Apex, North Carolina with his wife of 17 years, Stefani. Together they have four children: Addison (14), Cooper (11), Haven (7), and Lincoln (1). Phillip enjoys long distance running (including half and full marathons), kayaking, football, and spending time with his family.