Phillip is a Vice President, Financial Consultant for South State Investment Services serving clients in Greenwood, Georgia and Upstate South Carolina with their long term financial goals including retirement, income, investments and college savings. Bringing over 16 years of experience to his role, he focuses on helping clients create comprehensive financial plans that incorporate their time frame, risk tolerance and tax concerns.
He is a graduate of Clemson University with a Bachelor of Science degree in Chemistry. He has his Series 7 and 66 securities registrations held with LPL Financial and his SC, NC and GA Life and Health Insurance licenses. In his free time he helps raise money for charity by playing local events with the Easley Community Band. He also plays events with the Clemson Alumni Jazz Band to help fund music scholarships at Clemson.
Series 7 and 66 securities registrations held with LPL Financial
SC, NC and GA Life and Health Insurance licenses
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.