Phil has been in the financial services industry since 1993. He started his career at Morgan Stanley (formerly Dean Witter) before joining the Rochester, NY office of RBC Wealth Management in May of 2006. Phil has earned the CERTIFIED FINANCIAL PLANNER™ certification and concentrates on financial, estate, and investment strategies. To many of his clients, Phil has taken on the role of a 'Family Financial Consultant'- organizing and simplifying their financial lives.
Phil is a long-time member of a local Toastmasters International Club and frequently conducts client events at St. John Fisher College. Phil resides in Pittsford, NY with his wife, Jill, and enjoys spending time with his four children and two step children. He is an avid soccer fan and enjoys cooking in his spare time.