• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Philip Morrissey

Managing Director
  • 786.753.6133
  • pmorrissey@napleswealthplanning.com

Philip Morrissey joined Naples Wealth Planning (NWP) in 2018 as Managing Director. Phil’s investment experience has spanned more than two decades with successful roles at Bank of America, SunTrust, Morgan Keegan, and most recently Morgan Stanley.

His responsibilities have focused on the construction and management of individual portfolios for high net-worth individuals, endowments, and foundations.

Phil has spent his career working and investing in global markets. Phil is a creative thinker who understands what separates great businesses from the mediocre majority.

In addition to his professional career, Phil spends a considerable amount of time volunteering for various charitable organizations. Phil sits on the board for the Douglas Gardens Community Mental Health Center, where he is also the chair of the finance committee. Additionally, Phil has served as a board member for the Miami Lighthouse for the blind where he chaired the audit committee. Phil has also previously served as a board member for the Emerald Society of South Florida and the Miami Analyst’s Society.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account