INVESTMENT MANAGEMENT ASSOCIATE
Philip joined Seacoast Wealth Management in 2018, after spending 4 years as a Client Advisor with Seacoast Bank. Although he started his career in retail banking, he realized his passion for wealth management and investing and decided to join the Seacoast Wealth Management team as an Investment Management Associate. He has a true passion for helping clients, and seeks to always find a way to exceed their expectations.
Philip graduated with his Associate of Science degree from Miami Dade State College in 2010. He currently resides in Sebastian and enjoys being outside, working around the house, and spending time with his family, friends, and dogs.
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