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Andrew C. Phillips
Vice President Wealth Advisor Truist Bank

5 Church Cir

2nd Floor,

Annapolis, MD 21401-1926

A.Phillips@truist.com

Phone 315-420-2264

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About me

Background

Andrew Phillips is a Vice President with Truist Bank. He has served clients for more than 15 years in private banking, financial services, retirement planning, and in wealth management experience. Andrew believes that financial decisions ultimately comes down to two factors: lifestyle or legacy. Each client makes those decisions to help improve how they live now or to help improve how others live in the future.

In using those ultimate goals, Andrew relies on his extensive financial services background to make recommendations that align with each client’s unique objectives.  This enables his clients to be prepared for both today and tomorrow. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
Salisbury University 2005
Bachelor of Arts, History
Salisbury University 2004

Personal Interests

Andrew lives with his wife Kendra and children, Sydney and Sullivan, in Anne Arundel County.  He is a former college baseball player and enjoys golfing, rooting for the New York Mets and spending time with family and two dogs.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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