5100 Poplar Ave., Suite 2300
Memphis, Tennessee 38137
Philip is a 4th generation Memphian who has over 24 years of experience in the investment advisory and finance business. He began his career in the investment advisory field over 15 years ago as a financial advisor at a Memphis-based firm. Prior to becoming an investment advisor, he served as the Director of Finance, and a finance manager, for two large automobile dealerships.
His decades of experience helping clients with their investments and finances have honed a skill set that successfully lends itself to a comprehensive, fee based, financial planning process based on objective advice.
He takes considerable pride in supplying clients the clarity to see the path that brings everything together. And by coordinating with your current advisors and with the experienced and objective professionals within his organization, Philip and his team will work alongside your current plan to make necessary adjustments to help accomplish your goals.
Philip and his team will not just help point you in the right direction. They will walk the journey with you, directing a step-by-step plan that helps you make progress without feeling lost or overwhelmed.
Philip and his wife Mary Morgan have two children and live in Memphis, TN. He enjoys spending time with his family, exercising, hunting, fishing, and spending time outside. He loves taking care of his clients and helping them reach their goals.
BA, University of Mississippi
University of Salamanca, Coursos Internacionales
National Outdoor Leadership School (FSR2-92 & CAN-98)
Registered as an IAR (Investment Advisor Representative)
Securities Registrations: 6, 63, 65