Wealth Management Assistant
Philip joined Seacoast Bank in 2014 as a retail banker and transferred to the Wealth Management team in 2018. As a Wealth Management Assistant, Philip is involved with making sure the South Florida Market operates smoothly on a day-to-day basis. He has a true passion for helping clients and seeks to always find a way to exceed their expectations.
Philip graduated with an Associate of Science degree from Miami Dade State College in 2010 and has his FPQP designation. Philip resides in Sebastian with his wife and dogs and enjoys biking, exercising, and traveling.
1. Certified Trust and Fiduciary Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance, estate planning, tax law and investment management.
2. Financial Paraplanner Qualified Professional (FPQP) designation through the College for Financial Planning.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Equal Housing Lender. Member FDIC. NMLS# 608046