Meet Philip
Focus areas
Financial Planning, Investment Strategies, Retirement Income Planning, Business Succession Planning, Estate Planning
Languages
English
Professional Story
Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I am licensed to sell insurance in: VA, CA, FL, GA, KS, MD, and NC securities in: VA, CA, DC, FL, GA, MD, NC, NY, and OH. Domiciled in VA, CA Insurance License Number 4330360. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen VA 23059 (804)346-1011.
Education
MA Touro University (2006-2008), BM State University of New York at Fredonia (1999-2003)
Hobbies
Pickleball, Music, Motorcycles
Affiliations & Memberships
FINRA
Community Involvement
WorldHelp, Reach Charlottesville, Louisa County Chamber of Commerce, The Circle Business Group of Richmond
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual Greater Richmond
Glen Allen, VA 23059