Colin Philips

Colin Philips, CFP®
Vice President Wealth Advisor Truist Bank

8851 Conroy Windermere Rd

Orlando, FL 32835-3129

About me

Background

Colin Philips, CFP® is a Wealth Advisor with Truist Bank offering clients more than seven years of financial services, retirement planning, and investment management experience. Colin is a native Hoosier and earned his Bachelor of Finance from Ball State University located in his home state of Indiana. By listening to clients’ unique stories and identifying gaps in their financial future, Colin takes pride in enhancing clients lives through tailored solutions. 

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

Bachelor of Finance
Ball State University 2010 2014

Personal Interests

Colin has a passion for the outdoors and enjoys fishing, traveling the world with his wife, Amanda, and exploring all that Central Florida has to offer. Day trips to the Orlando theme parks, area springs, or national parks are common for the Philips family and they are always looking for their next adventure and opportunity to meet new people. 

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

  • 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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