About Me
A founding partner of The Royal Banyan Wealth Management Group with two decades of diverse financial service experience, Phil Reagan focuses on the needs of high-achieving individuals and families with complex balance sheets and concentrated wealth. Phil works to gain an understanding of the concerns and aspirations each client has for themself, their family and future generations so he can marshal the firm’s resources to deliver integrated estate-planning, banking, investing and borrowing strategies that can help unlock their financial opportunities.
Prior to joining Morgan Stanley Private Wealth Management, Phil rose through a series of increasingly responsible positions at J.P. Morgan, becoming a Managing Director and Florida Co-Head for J.P. Morgan Private Business Advisory. Earlier in his career, he served as an investment banker at Hyde Park Capital Partners in Tampa, representing corporate clients in mergers and acquisition, and capital-raising efforts. Applying his investment-banking and deal-making experience, he advises his business-owner clients on pre-transaction and advanced estate-planning strategies. Phil earned a B.B.A. from Stetson University and an M.S. in finance from the University of Florida.
Phil is highly active in his South Florida community, having served as Board Director and Secretary for the Palm Beach Symphony, Board Director and Campaign Chair for Habitat for Humanity of Greater Palm Beach County, and Board Director and a member of the Investment Committee for Chapman Partnership in Miami. He has also served on committees for the Florida Atlantic University student-managed investment program, Greater Fort Lauderdale Alliance, American Heart Association, Trustbridge Hospice Foundation and Palm Health Foundation.
Phil enjoys golfing, road and mountain biking, clay shooting and pickleball. He has also participated in various endurance triathlon competitions, including four Ironman races. A native Floridian, he lives in Delray Beach with his wife and two daughters.
Securities Agent: NC, IL, KS, PA, ND, WV, WA, MN, FL, OH, NH, NE, LA, KY, HI, WI, VI, NV, MT, CT, CA, AZ, SD, SC, RI, MS, MD, IA, UT, OR, NY, MO, MA, DE, DC, AR, WY, VA, NJ, ME, AL, TN, PR, NM, MI, IN, ID, GA, VT, TX, OK, CO, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 821858