Phillips Private Wealth, LLC (LPL Financial)

About Us

I'm Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL. We're a Private Wealth Advisory firm offering fiduciary, fee-based Investment Management, Wealth Management, Insurance and Annuities, 1031 Exchanges, (DST) Delaware Statutory Trusts, Securities-based Lines of Credit and Philanthropic Planning services. (Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.) We 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 also previously held Senior Vice President and Managing Director 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 (32) thirty-two years in the Securities Industry, I draw upon a 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 (43 countries, so far in Europe, Asia & Central/South America.) I'm an avid Utah snow skier, BMW GS motorcyclist and I've have been an FAA licensed private pilot since 2010.