Phil joined the team of Chapman and Cardwell Capital Management as a provider of wealth management, investment planning, retirement income planning and retirement plan consulting. Phil is the vice president for Chapman and Cardwell Capital Management. He holds the FINRA Series 7 and 66 securities registrations as well as earning his AWMA® (Accredited Wealth Management Advisor SM) designation through the College for Financial Planning. Prior to becoming a financial advisor, Phil spent over 15 years in business administration, first as a marketing specialist with an S&P 500 company, then as a business owner.
Phil graduated from Bryant College (now Bryant University) in 1990, earning a Bachelor of Science degree in marketing with a concentration in finance. He is a director of Plymouth Growth and Development Corporation and is the chairman of the Plymouth Harbor Committee. Through his volunteerism, Phil has been a part of building Plymouth’s future, including a new state boat ramp, Plymouth’s newest commercial wharf, dredging Plymouth Harbor, building Plymouth’s first parking structure and Plymouth’s Maritime Facility. A lifelong resident of Plymouth, Massachusetts, Phil enjoys coaching lacrosse and countless activities with his three young children, Zack, Isabella and Charlotte.
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Chapman & Cardwell Capital Management is not a registered broker/dealer, nor is it affiliated with Raymond James Financial Services.
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