Phillips Private Wealth, LLC (LPL Financial)

About Us

I'm Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL. I'm an Independent Wealth Advisor offering fee-based Investment Management, Wealth Management, Insurance and Annuities, 1031 Exchanges, (DST) Delaware Statutory Trusts and Securities-based Lines of Credit. (Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.) I serve individual and business clients throughout the U.S. and USVI.

Prior to founding Phillips Private Wealth, LLC, I was Senior Financial Advisor. Senior Portfolio Manager at Merrill Lynch Wealth Management (July 2016 to March 2024.) I've also held Regional Vice President and Managing Director of Sales roles in the Southeastern U.S., Texas and PR/UVSI for INVESCO Funds, First Eagle Investments and Third Avenue Management raising over $4 Billion USD in new assets in my career.

With over (30) thirty years in the Securities Industry, I draw upon my deep institutional asset management background to help grow, manage and preserve the financial affairs of affluent families, entrepreneurs, business owners, family foundations and philanthropic organizations.

I'm a member of the Advisory Council for the VNA Foundation of Indian River County.

In my free time, my wife and I are avid international travelers (42 countries, so far in Europe, Asia & Central/South America.) I'm a snow skier, BMW GS motorcyclist and have been a FAA licensed private pilot since 2010.