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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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© 2020 Laidlaw & Company (UK) Ltd. All rights reserved. Laidlaw Wealth Management, LLC – Naples Wealth Planning is a registered investment advisor with the (SEC) headquartered in New York, NY and Naples, FL – Insurance products and services are offered through affiliate Naples Insurance Strategies, LLC, Naples. Laidlaw Wealth Management, LLC – Naples Wealth Planning (NWP) may offer securities through Laidlaw & Company (UK) Ltd., Member (SIPC) and FINRA broker-dealer registered in the United States, clears on a fully-disclosed basis through INTL FCStone Financial Inc., a member of the Securities Investor Protection Corporation (SIPC). Laidlaw & Company International Limited is authorized and regulated by the Financial Conduct Authority (FCA) in the UK (Firm Reference No: 537165). Laidlaw & Co (UK) Ltd., Laidlaw Wealth Management, LLC – Naples Wealth Planning do not provide tax or legal advice.