Philip merged his solo Wealth Advisory practice with Poling, Trusty, Young & Associates in 2017. In 2019, he helped establish Southern Oak Wealth Group, assuming the position of Senior Wealth Advisor. Prior to his current role, he garnered experience as a published equity research analyst, financial advisor, and private banker. During his tenure in capital markets, Philip conducted both qualitative and quantitative research, assessed microeconomic and macroeconomic trends, and analyzed industry and company-specific data. As a Senior Wealth Advisor at Southern Oak Wealth, he is dedicated to delivering an elevated level of service and providing tailored wealth planning with a focus on enhancing and preserving client wealth. In addition to his unique professional background, Philip holds a Bachelor’s (BBA) and Master’s degree (MBA) in Business Administration, concentrating in Economics and Finance, from Middle Tennessee State University. He is also a holder of the Accredited Wealth Management Advisor (AWMA®) and Certified Exit Planning Advisor (CEPA®) designations. Philip, originally from Knoxville, has been residing in Middle Tennessee since 2006. He and his wife, Kaitlyn, met in college, where they both participated in NCAA Division I track and field. Together, they have a daughter named Ava. Their shared interests include food, travel, and cycling.