Trip Phillips, Cpfa®, Ricp®, Aif® Email & Phone Number

For nearly 30 years, Trip has provided professional advice designed to meet the unique needs of individuals and high net-worth families, as well as consulting services to companies and institutions. Trip is a founding partner and co-branch manager of an independent practice supported by Raymond James, one of the largest independent full-service firms, and a member of the S&P 500. Raymond James is committed to a client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.In addition to traditional wealth management, Trip leads a team that specializes in retirement plan consulting, specifically 401k plans. He and his dedicated staff work with plan sponsors to develop, implement and monitor customized qualified retirement plan solutions. He provides a comprehensive service model with the ultimate goal of preparing employees for financial security in retirement. Trip is a member of Raymond James’ Retirement Plan Advisory Council, a group comprised of less than 1% of all Raymond James advisors. Trip has earned the Retirement Income Certified Professional® designation from the American College of Financial Services. He is a member of the National Association of Plan Advisors and holds the Certified Plan Fiduciary Advisor® designation. He is also an Accredited Investment Fiduciary® awarded by Fi360, a leading organization dedicated to best practices for fiduciaries.Trip's community involvement includes serving as the 2018 President of the Montgomery Auburn Club. A former Eagle Scout, he gives back by serving in various roles of the Tukabatchee Area Boy Scout Council. In his free time, Trip enjoys spending time with his family and friends, traveling, college football and outdoor activities. He and his wife Karen have two children, Stone and Leeanne.

Listed skills include Financial Planning, Retirement Planning, Retirement Income Planning, Investments, and 9 others.

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  Auburn University

  Business Administration, Management And Operations