Director, Wealth Management
Corporate Headquarters- Port Jefferson
Phil has been an investment advisor in Port Jefferson for more than 22 years. Phil’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. His extensive investment experience helps him structure portfolios that are balanced in order to negotiate major shifts in the markets. He is dedicated to helping individuals, business owners and plan participants meet their long-term goals by developing personalized plans tailored to their specific needs and objectives.
Prior to joining the Firm, Phil has worked as a Financial Advisor at UBS Financial Services and Wells Fargo Advisors. He holds a B.S. in Finance from Syracuse University. Phil grew up in Port Jefferson and currently lives in Bellmore with his wife Denise, and daughters Samantha and Emily.