Phillip R. Garrison, CTFA®, CEPA®
Wealth & Fiduciary Advisor
Senior Vice President
Charlotte, NC
Phillip R. Garrison, CTFA®, CEPA®
Phillip is a Senior Vice President and Wealth & Fiduciary 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 & 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
