Phil joined First National Corporation in 2008, moving from Darien, CT to Falmouth, MA, and establish an investment advisory practice. Prior to joining our firm, he served as a Financial Advisor with Smith Barney and Principal Financial Group, helping business owners and individuals design, execute, and monitor investment and financial strategies. His previous 40 years of investment experience included positions with Salomon Brothers, Inc., Alliance Capital Management, and P. Schoenfeld Asset Management, a privately held investment firm in New York.
A Certified Financial Planner® (CFP®), he holds an MBA in finance and a Bachelors of Science in psychology from the University of Detroit. He also is a graduate of the University of Wisconsin Graduate School of Banking. Phil is member of the Financial Planning Association (FPA), the Falmouth Chamber of Commerce, and he is on the board of two charitable organizations.