Phil Lazzari Email & Phone Number

With over two decades of experience, Phil has partnered with business leaders providing his knowledge and strategic thinking to build and sustain their company’s financial success. He specializes in assisting business owners, corporate executives and non profit governing boards by introducing mergers and acquisition services, managing risk, consulting on concentrated stock positions, managing corporate cash and exploring liquidity solutions.Phil offers pension and defined contribution plan sponsors retirement plan services to keep their plans competitive through monitoring investments, analyzing record keeping and administration and holding employee education sessions. Owners, executives, and plan participants benefit from Phil’s ability to provide comprehensive personal wealth management consistent with their corporate needs.Phil resides in Clarksville, MD with his wife, Missy, their twin sons and two daughters. He is active in the community and coaching sports for Howard County Recreation & Parks.

Listed skills include Investments, Finance, Wealth Management, Management, and 6 others.