Phil is a Managing Director and Senior Portfolio Manager Director at Morgan Stanley. He has been with the firm for over 30 years and his primary focus is to make a positive impact on his clients’ lives.
Phil takes a personal and custom approach to wealth management. His clients are financially successful individuals, multi-generational families, and business owners. He has extensive experience managing discretionary -equity based portfolios, designing and implementing both taxable and tax free income portfolios, and integrating complex executive compensation and stock options strategy. His goal based approach always starts first with a personalized financial plan and is followed by an investment strategy framework that is custom to a client’s objectives.
His path first began in 1990 as an intern in the London office of Shearson Lehmann Hutton (a Morgan Stanley predecessor firm). After graduating from California State University, Chico with a Bachelor of Science degree in Finance, he began his financial advisory career in the San Francisco Bay Area. He lives in the South Bay with his wife, Kirsten, their three children, two dogs and two cats. He enjoys playing competitive adult soccer, surfing, fly fishing, skiing and traveling.
Services Include
- Professional Portfolio Management
- Retirement Planning
- Financial Planning
- Estate Planning Strategies
- Wealth Management
- Planning for Education Funding
- Fixed Income
- Cash Management and Lending ProductsFootnote8
- Endowments and FoundationsFootnote9
Securities Agent: PA, AL, VA, CO, TN, MO, GA, WI, FL, UT, WY, NH, ID, RI, NC, IN, OH, SC, OR, LA, AZ, VT, OK, WA, MS, NY, CA, NJ, IL, HI, KS, TX, MD, MT, AR, KY, MI, ME, AK, MN, NV, NM, MA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1278600
CA Insurance License #: 0B24095