Phillip provides customized wealth strategy and integrated asset management to a select group of individuals, families, and organizations, assisting them in addressing their goals and priorities as efficiently as possible. Steadfastly committed to client success, Phillip is highly skilled in assisting clients to effectively implement the opportunities and resources at their disposal - utilizing a multi-disciplinary approach that encompasses investment management, retirement planning, estate planning services, higher education planning, cash flow analysis, and charitable giving. Leveraging the Farther platform and his professional experience, Phillip is proficient in allowing clients to make well-informed decisions about their lives and legacies. In addition to a B.A. in Banking & Finance, Phillip earned his M.S. in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ professional. Phillip serves his community by volunteering with local organizations in the New York City metropolitan area and is an avid skier. Prior to Farther, Phillip was a Senior Financial Advisor at Merrill Lynch.
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