Phillip R. Garrison, CTFA
Wealth Advisor
Senior Vice President
Charlotte, NC
Phillip R. Garrison, CTFA
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.
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.
Certifications
- Certified Trust & Financial Advisor, 2006
Education
- Campbell University, 1998 - BBA in Trust Management and Minor in Financial Planning
- Cannon Financial, 2002, 2019, 2022
- Exit Planning Institute, 2023
