Pratt (Phil) Phillips

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

2520 Northwinds Parkway

4th Floor,

Alpharetta, GA 30009-2200

Pratt.phillips@truist.com

Phone 770-314-4537

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About me

Background

Phil is a Senior 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 pursue 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 and Elizabeth), and their dog Ellie.

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

  • 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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