Philip Garcia

Philip T. Garcia
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

5128 Apache Plume Rd

Suite 340,

Fort Worth, TX 76109-1540

PTGarcia@Truist.com

Phone 817-344-7185

Fax 817-377-0418

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About me

Background

Philip Garcia is a seasoned financial advisor with more than two decades of experience helping clients navigate complex financial landscapes with clarity. Since 1999, he has developed and implemented effective investment solutions tailored to the unique needs of affluent individuals, business owners, corporate executives, as well as foundations and endowments.

Throughout his career, Philip has built a reputation for delivering thoughtful, customized strategies designed to help preserve and grow wealth over the long term. His approach is rooted in a deep understanding of market dynamics, risk management, and client objectives, allowing him to provide guidance that aligns with both short-term priorities and long-term financial goals. 

As a qualified portfolio manager, Philip goes beyond traditional financial advising by offering a higher level of service through the design and management of comprehensive investment portfolios. He plays an active role in overseeing the professional management program, ensuring that each portfolio is strategically constructed, continuously monitored, and proactively adjusted in response to evolving market conditions and client needs. 

Philip is known for his disciplined investment philosophy, attention to detail, and commitment to excellence. He prioritizes building lasting relationships grounded in trust, transparency, and personalized service. By combining technical experience with a client-first mindset, he strives to deliver a sophisticated, white-glove experience that seeks to empower clients to make informed decisions and achieve their financial aspirations.

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

Outside of his professional work, Philip served as a member of the ACU Alumni Advisory Board and remains actively involved in supporting initiatives that make a meaningful impact. Philip and his wife, Brittney, reside in Brock, Texas with their three children, Marlee, Gavin, and Aubree. Together, they are active members of The Gathering at Brock and are 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 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

Locations

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