Phillip joined Merrill in 2016 after working for over four years in a wealth management department of a regional bank in Kentucky, he graduated from Middle Tennessee State University with a bachelor’s degree in Finance and Economics and a master’s in Finance. As a financial advisor with Merrill Phillip focuses on preserving and growing his clients assets in order to help achieve their lifelong financial goals. He listens to the needs of his clients, works with them to set financial goals, and regularly track their progress to provide them the best opportunities for success. He enjoys helping individuals, families, and corporations organize their finances, mitigate risk, and work toward securing a successful future. To provide the highest level of service, Phillip works to develop a precise and in-depth wealth management process that is unique to each clients specific situation. He is proficient in all areas of investing, planning, banking and uses his network of attorneys and CPA’s to help make sure he can answer any question or request his clients might have.

Phillip grew up in Germantown, after graduating from Middle Tennessee State University moved to Kentucky where he lived for four years prior to moving back to Nashville and joining Merrill. His hobbies consist of SEC football and basketball, distance running, community involvement, cooking, Tennessee Titans, and Nashville Predators. When not in the office, exercising or hunting he can be found spending time with friends and family.