Qualifications
Phil joined RBC Wealth Management in 2002 after graduating from the Robert H. Smith School of Business at the University Maryland College Park with a degree in finance and general business. Born and raised in Maryland, Phil spent the first part of his career in various roles at RBC Wealth Management in the Baltimore area. In 2013, he moved to New England to join a management team based out of Portland, Maine. In 2015, he joined the newly formed Capitol Main Street Group and became branch director of the Concord, New Hampshire office.
In 2021, Phil earned the CERTIFIED FINANCIAL PLANNERTM designation, having met the extensive training and experience requirements. This demonstrates further his deepened commitment to financial planning and the expertise needed to serve his clients in their planning needs. Throughout his time and experience with RBC Wealth Management, Phil has worked with individual clients, developed and overseen client service models, maintained and managed client investment portfolios and supervised the daily work of six branches and 79 employees. He has joyfully added helping his clients plan for their financial future using RBC WealthPlan. He brings an unwavering commitment to excellent client service.
Personal
When not at work, Phil enjoys various activities including soccer, tennis and skiing. In tennis, he has joined the USTA adult leagues through the local YMCA and he very much enjoys the competitive weekend play. He is also an avid cinephile and reader who is always on the lookout for that next movie or book. Currently living in Manchester, you can find him out and about enjoying the wonderful restaurants in the downtown area.
