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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.
Securities offered through International Assets Advisory, LLC – Member FINRA/SIPC
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Naples Wealth Planning offers securities through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser
Investment Advisory Services offered through Capital Rock Financial, LLC dba Naples Wealth Planning.
Capital Rock Financial, LLC dba Naples Wealth Planning is not owned or controlled by World Equity Group, Inc.
World Equity Group, Inc. does not provide tax or legal advice.
