Phone : (631) 218-0077
Email : firstname.lastname@example.org
As Client Services Associate, Philip provides support in all facets of the financial planning process. He works closely with our Director of Client Services to ensure the best possible client experience. Philip is also responsible for maintenance in client accounts and prepares financial reports for both clients and the Investment Management Committee.
If you did not live on Long Island, where would you choose to live?
I enjoy every season, so if I didn’t live on Long Island it would have to be similar in climate and proximity to the beach, city, and mountains.
If you weren’t in your current profession, what would you choose to do?
I have always enjoyed learning about the stars and space exploration. I probably would have been an astronomer.
Tell us about an unforgettable place you have travelled?
Skiing in Vail, Colorado, which has some of the most breathtaking scenery you could imagine.
What was the best news you ever received?
“It’s a girl!” When my first daughter was born, we waited until she was born to find out if she was a boy or a girl.
What types of clients do you enjoy working with?
All types. Getting to know new people and learning about them is one of the greatest joys in life.
What’s your favorite quote?
“I may not be there yet, but I’m closer than I was yesterday.”
Have you met anyone famous? If so, where did you meet them?
At a football camp I met Ronnie Lott, Michael Irving and Dave Meggett
What’s one indulgence you will never forego?
The antipasto course.
What is the one movie you could watch over and over again?
Any Star Wars or Monty Python movie.
What was the last meal that truly impressed you?
Steak at Vintage Prime and the seafood paella at Café Havana’s.