Senior Vice President, Investments



Phil began his career in the financial services industry in 1996 and joined Merrill Lynch in 2003. He joined Raymond James in 2015. He previously worked in the corporate treasury department of a major firm, focusing on the hedging of foreign exchange exposure. Phil supervises portfolio rebalancing initiatives and helps clients consider wealth strategy choices. Phil holds the Chartered Financial Analyst® (CFA®) designation, and is a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute. He earned a bachelor's degree in accounting from Siena College. Phil, his wife, Elena, and their three daughters, Maggie, Jackie and Katie, and son Philip reside in Blauvelt, New York.


Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.