Sean Phillips, CFP^®

Branch Manager
Senior Vice President, Investments

Driven by his passion for helping people, Sean has devoted his professional and personal life to serving others.

Following a career in the United States Army infantry and as a Charlotte police officer, he transitioned to the financial services industry in 2000. He also earned the Certified Financial Planner™ designation. By voluntarily completing the CFP Board’s rigorous certification process, he has taken an extra step to demonstrate his professionalism as well as committed to meeting the board’s continuing education requirements and practicing with ethical standards.

Sean’s career as a holistic wealth advisor has been shaped by his integrity, strong work ethic and a commitment to making a positive difference in the lives of his clients. It’s in that spirit that he implements thoughtful, strategic financial planning designed to help clients fulfill their near-term goals and long-held aspirations. Furthermore, following a role as an executive-level manager with Merrill Lynch and Wells Fargo, Sean is excited to be serving clients once again in addition to managing the Mobile and Fairhope offices. Sean proudly extends his leadership acuity to his community and has a true passion for charitable endeavors benefiting children. He has served on the board of directors for Big Brothers, Big Sisters of Northwest Florida, Pace Center for Girls and ARC, Inc.

Away from the office, Sean enjoys spending time with his wife, Jill, and their five adult daughters, as well as skiing, scuba diving and traveling.