Philip advises a select group of individuals, families, and business owners through all phases of their lives, such as, wealth accumulation, management, protection, and transition. Using highend technology and tools, Philip and his team will create a comprehensive investment plan you can instantly access online and evolves with you. Philip’s process starts by listening and asking questions to discover who and what is important to you. Next, he will create a personalized plan to connect the pieces of your financial life using robust technology to help simplify complex planning. This plan will help you compare your options and make informed decisions. It’s now time to put preparation into action. Your plan will include custom-tailored solutions and strategies to help you move the needle closer to achieving your goals. As your life changes – as it inevitably will – Philip makes it easy to adjust your plan through active communication and instant access to your personalized plan. In 2011, Philip joined Wells Fargo Advisors in the Birmingham area where he has served investors for 18 years and looks forward to helping them meet their financial goals for many years to come. Prior to joining Wells Fargo Advisors, Philip held the position of Financial Advisor with UBS Financial Services and Merrill Lynch. Philip is a graduate of The University of Alabama with a B.S. in Commerce and Business Administration. Committed to helping his community prosper, Philip is active with Vestavia Hills Youth Sports, REV Birmingham, and Fathers in the Field. Mostly, he can be found spending time with his wife of 12 years, Whitney, and two children Lane and Jones. Philip is a member of Hoover Country Club, Shades Mountain Baptist Church, and he’s an avid sportsman.