Philip Garcia

Philip T. Garcia
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Milton-Garcia Financial Group of Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

About me

Background

Since 1999, Philip Garcia has developed effective investment solutions to help affluent individuals, business owners, corporate executives, and foundations and endowments. He is a qualified portfolio manager who, in addition to providing traditional advice and guidance, creates and manages the professional management program.

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

Education

BBA in Marketing
Abilene Christian University 1998

Personal Interests

Philip is a member of the ACU Alumni Advisory Board.  He and his wife, Brittney, live in Brock, Texas with their three children, Marlee, Gavin and Aubree.  They are active members of The Gathering at Brock and involved with Freedom International.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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