Pratt (Phil) D. Phillips, IV, CFP®

Experience

• 

  Ameriprise Financial Services, Inc.

  May 1999 - Oct 2009

  Financial Advisor & Branch Manager
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  SunTrust Investment Services, Inc.

  Oct 2009 - Feb 2021

  Senior Vice President, Private Financial Advisor
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  Truist Wealth

  Feb 2021 - now

  Managing Director, Financial Advisor at Truist Investment Services, Inc.

  Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure. Show less