Phil has been advising individuals and business owners for over 25 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.
Phil’s individual advice practice started with the Metropolitan Life Insurance Company back in 1989. For the past 10 years he has been a financial advisor at South Shore Bank and prior to that Bank of America Investment Services. Phil carries the Series 6,7,63,65 registrations and life, accident and health insurance licenses.
After attending Westfield State College, he entered the U.S. Coast Guard, spending seven years as an electronics technician with distinction. Phil serves on the Board of Trustees of the Accord School and he is active with The Run, Tri, Ride to End Alzheimer’s. He resides in Halifax MA and enjoys golf, cycling and spending time with his family.