About Philip
Serving the Raleigh area, Philip provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Philip works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Philip is the Senior Vice President and Private Bank Sales Director for the Fifth Third Carolinas Region. He is responsible for leading a team of Wealth Management Advisors, Trust Advisors and Private Bankers who deliver holistic financial advice to high net worth and ultra high net worth families and individuals.
Prior to assuming his current role, Philip led the banking efforts for the Carolinas Region where he oversaw a team of highly trained bankers who delivered custom credit and deposit solutions to families, business owners and corporate executives.
Prior to assuming his current role, Philip led the banking efforts for the Carolinas Region where he oversaw a team of highly trained bankers who delivered custom credit and deposit solutions to families, business owners and corporate executives.
Education
Philip holds a Bachelor of Arts in Business Administration from Barton College.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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