Phillips Private Wealth, LLC (LPL Financial)

About Us

I'm Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL. I offer fee-based Investment Management, Wealth Advisory, 1031 Exchanges, (DST) Delaware Statutory Trusts and Securities-based Lending. (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-plus 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 can assist clients with Traditional and Alternative Investments, Wealth Management, Securities-based Lines of Credit, 1031 Exchanges, DST-Delaware Statutory Trusts, Opportunity Zone Funds, Insurance, Retirement Planning, Business Succession Planning and Philanthropy/Private Family Foundation services.

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 motorcyclist and Licensed private pilot.