Background
Philipp is a Wealth Advisor and Managing Director with Truist Bank. As a Wealth Advisor, Philipp offers comprehensive wealth management services with a team approach that brings together specialists in investments, business transition, financial planning, credit, risk management, trust and estate planning. As an advocate for his clients, he develops strategies to help clients address their financial goals.
Philipp has been in the financial services industry since 2007, including several years at JP Morgan’s Private Bank. Throughout his career he’s worked with ultra-affluent families and advised on portfolio management, estate planning, lending needs, and philanthropic endeavors.
Philipp has a bachelor’s degree in business management from North Georgia University. Additionally, he completed the Graduate Banking School at the University of Pennsylvania’s Wharton School of Business and the Financial Planning School at the University of Georgia.
Philipp works alongside Margarita Bautista, a Wealth Support Specialist with 8 years of experience as a Truist teammate.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal Interests
When Philipp isn’t working, he is an active member of his community. He serves on the board of trustees for Fernbank Museum and North Georgia University. Philipp and his wife Jeannie live in Buckhead and have a young son named Hugo. In his spare time Philipp is an avid tennis, squash, pickle ball, and padel player. He enjoys playing golf, winter sports, and activities with his wife and son. He is also originally from Germany.