Phil has over 21 years of wealth management and investment experience, spending most of his career working directly with clients. His primary focus is providing personalized financial advice to successful individuals, families, business owners and institutions utilizing knowledge in the areas of asset/investment management, retirement planning, tax and income planning, estate planning, and risk management.
Phil joined Capital Wealth Advisors in 2014 and is currently a member of the Firm’s Investment Committee. Prior to joining Capital Wealth Advisors, Phil was a Financial Advisor and Chief Compliance Officer at Byron Financial from 2005 to 2014 and a Bond Trader at Wachovia Securities from 2001 to 2005.
Phil and his wife, Tyler, live in Charlotte with their two children, Will and Molly. All four love to ski and travel. Almost all of them enjoy fly fishing, backpacking and spending time in the great outdoors.
Professional Memberships and Affiliations
- Member of the Charlotte Estate Planning Council
Community Causes
- Volunteer with WAYFINDERS, formally Bruce Irons Camp Fund
- Member of Myers Park Presbyterian Church
Education
- University of North Carolina at Chapel Hill
Designations & Licenses
- Series 65