Phillip R. Garrison, CTFA®, CEPA®
Wealth & Fiduciary Advisor
Senior Vice President
Charlotte, NC
About Phillip R. Garrison, CTFA®, CEPA®
Certifications
- Certified Trust & Fiduciary Advisor (CTFA) - 2006
- Certified Exit Planning Advisor (CEPA) - 2023
Education
- BBA In Trust Management & Minor In Financial Planning - Campbell University
- Cannon Financial
- 2002
- 2019
- 2022
- Exit Planning Institute
- 2023
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.