Phil joined Waddell & Reed in 1999, joined LPL in 2021, and earned the CERTIFIED FINANCIAL PLANNER™ mark in 2010.
He lives in Forest Hills with his wife Elena, son Henry, Bruno the cat, and Sugar the dog. His daughter, Madeline, is an Account Executive with a PR firm in Los Angeles.
He and his family enjoy music, theatre, traveling for music and theatre, and spending time in Maine.