Phil joined South Shore Bank in 2008 as a Vice President and an Infinex Investment Executive after spending eight years at Bank of America Investment Services. Phil's mission is to act as the primary advisor to his clients in helping them define the direction of their financial life. Phil carries the Series 6,7,63,65 registrations and life, accident and health insurance licenses.
After attending Westfield State College, he entered the U.S. Coast Guard, spending seven years as an electronics technician with distinction. He resides in Weymouth MA and enjoys golf, cycling and spending time with his family.
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Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.