Philip is committed to helping clients develop sound financial and investment strategies through the wealth planning process. With a strong belief in the resources and reputation of RBC Wealth Management, he leverages his experience, knowledge and responsive nature to help clients secure their financial future.
Philip focuses on creating financial security and confidence by delivering a high level of service and customized solutions for managing wealth. By listening carefully, Philip seeks to understand each client’s unique dreams, goals and objectives.
Dedicated to facilitating clients’ financial journeys, his foremost objective is to gather pertinent information, enabling the development of tailored solutions that assist clients in realizing their aspirations.
In 2005, Philip earned a degree in management information systems from Le Moyne College in Syracuse, New York. He began his professional journey in 2006 as a systems analyst at Cadaret Grant, an independent brokerage firm, where he honed problem-solving skills within the realm of financial software. This experience provided invaluable insights into effective business interactions and solidified his passion for financial services and interpersonal relationships.
In 2007, Philip joined his father, Peter, at AG Edwards & Sons, expanding his expertise and passing the Series 7 and 66 exams while earning an insurance credential during rigorous training in St. Louis. The attainment of the Chartered Retirement Planning CounselorSM designation highlighted Philip’s commitment to delivering personalized financial guidance.
In 2008, during the financial crisis, Philip and his father aligned with RBC Wealth Management, demonstrating resilience and dedication to serving clients amidst adversity.
In 2019, after 42 years of service, his father retired from the financial services industry. Philip embraced the legacy established by his father and remains steadfast in upholding their shared commitment to excellence, poised to continue his father’s vision into the future.
Beyond professional endeavors, Philip finds fulfillment in personal pursuits and community engagement. Committed to stewardship, Philip contributes to initiatives such as the Skaneateles Lake Association, advocating for environmental preservation and community well-being.
In leisure, Philip enjoys the tranquil waters of Skaneateles Lake and fostering connections within the esteemed Skaneateles Country Club. A lifelong sports enthusiast, his passion for lacrosse and soccer underscores the importance of balance and vitality in life.
In 2021, he embraced a new chapter in life by marrying Denise Phair and now enjoys his role of step-parent to Shyanne and Cameron.
Above all, Philip’s family remains the cornerstone of his existence, anchoring him in purpose and fulfillment.
