As Partner & President of Capital Wealth Advisors – Carolinas, Phil focuses on the formulation, delivery and implementation of the firm’s investment philosophy. He is dedicated to developing and executing strategies that are consistent with the financial well being of each client. His expertise in understanding and implementing appropriate financial platforms for individual client needs has proven to be an asset for the firm. He remains committed to the hands- on approach of providing financial services to his clients.
Professional Memberships and Affiliations
- Member of the Charlotte Estate Planning Council
- Sunday school teacher at Myers Park Presbyterian Church
- Baseball coach & active member of the Myers Park Trinity Little League community
- University of North Carolina at Chapel Hill