MEET THE TEAM

Phillip is a results-driven Paraplanner with a strong foundation in financial analysis, portfolio management, and strategic investment planning. With a keen eye for market trends and a passion for uncovering value, he supports senior investment professionals in identifying, evaluating, and executing high-impact investment opportunities across diverse asset classes.

At Signature Wealth Advisors, Phillip plays a critical role in conducting due diligence, building financial models, and preparing investment memos that inform key decision-making. He collaborates closely with cross-functional teams to assess risk, monitor portfolio performance, and ensure alignment with client objectives and firm strategy.

His academic background includes a Bachelor’s in Finance from The University of Central Florida, where he developed a strong analytical toolkit and a deep understanding of capital markets. Known for his intellectual curiosity, attention to detail, and commitment to excellence, Phillip is passionate about helping clients achieve long-term financial success through thoughtful and disciplined investing.