Profile picture for Phillip R. Garrison, CTFA®, CEPA®

Phillip R. Garrison, CTFA®, CEPA®

Wealth Advisor

Senior Vice President

Charlotte, NC

Phillip R. Garrison, CTFA®, CEPA®

Phillip is a Senior Vice President and Wealth Advisor for SouthState Private Wealth, based in Charlotte. He is responsible for proactively delivering comprehensive, advice-based financial solutions to his clientele. Phillip has many years of experience and a deep expertise in Trust Administration.

Phillip began his career in Trust and Wealth Management in 1998. Prior to joining SouthState, he was a Senior Fiduciary Officer for a large, national bank and trust company, where he was previously a Regional Insurance Consultant.

Phillip lives in Mt. Holly, North Carolina with his wife and four children. He enjoys spending time with his family and friends, reading, martial arts training, and working out.
Icon for Certificates

Certifications

  • Certified Trust & Fiduciary Advisor, CTFA®, 2006
  • Certified Exit Planning Advisor, CEPA®, 2023

Education

  • Campbell University, 1998  - BBA in Trust Management and Minor in Financial Planning
  • Cannon Financial, 2002, 2019, 2022
  • Exit Planning Institute, 2023

Secure Log In

Close login menu
Login Error

Your username is valid but has a problem. Please call customer support

Our website uses cookies to ensure your online experience is as informative and relevant as possible. Please review our Privacy Policy to learn more about the information we collect.