A strong advocate for the financial health of his clients, Phil brings to Atlantic Union Bank Wealth Management almost 30 years of experience in Richmond’s High Net Worth space, finding solutions for complex credit, trust and estate, and investment issues.
“I’m passionate about working with a team to give clients clarity on any financial issues that keep them awake at night. I also gain great satisfaction connecting customers and prospects to others within my professional and social networks.”
Phil holds Series 7 and 66 licenses. He’s a graduate of Wake Forest University and a member of the MCV Foundation Health Innovation Forum.
His interests include the dynamic Richmond food scene, health and social justice issues, and the New York Mets.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
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