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Pratt (Phil) Phillips

Pratt (Phil) D. Phillips, IV CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

2520 Northwinds Pkwy

4th Floor,

Alpharetta, GA 30009-2200

Pratt.phillips@truist.com

Phone 770-510-7809

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About me

Background

Phil is a Managing Director with Truist Investment Services, Inc. He offers clients more than 20 years of financial services, retirement planning, and investment management experience. Phil is a CERTIFIED FINANCIAL PLANNER™ professional. He is focused on the development of comprehensive planning and investment strategies aimed at helping his clients reach their goals. 

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

Education

Bachelor of Science
Presbyterian College 1996 1999

Personal Interests

Phil lives in Roswell, GA and is a graduate of Presbyterian College. He enjoys spending his free time with his wife (Sara), daughters (Kate & Elizabeth), and their dog Ellie. 

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