Philip H. Brice, AIF®

Partner

Professional Overview:

Philip focuses on providing wealth management and investment consulting services to a broad range of clients, including high net worth individuals, corporate retirement plans, private foundations and endowments. With more than 25 years of financial services industry experience, Philip formerly worked as Consulting Group Director and Senior Vice President for a global wealth management firm where his duties included developing investment policy guidelines, providing money manager research and conducting performance reviews. He was also responsible for working with other advisors in securing and servicing consulting relationships. While in this position, Philip received the honor of being named to the Chairman’s Council. He was a founding member of the Association of Professional Investment Consultants.

 

FINRA BrokerCheck

Education, Credentials and Special Training:
Accredited Investment Fiduciary®
Investment Advisor Representative
License, FINRA Series 7, 24, 63 and 65
B.S., Business Administration, Presbyterian College
Civic, Community, and other Professional Affiliations:
Charter Member, Association for Professional Investment Consultants
Member, Investment Management Consulting Association
Accredited Investment Fiduciary, Foundation for Fiduciary Studies
Miracle Hill Boys Home
Council of Advisors, North Greenville University

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