Philip Fazio

Biography

Mr. Fazio is a CERTIFED FINANCIAL PLANNER™ practitioner with a major wire-house. He has extensive planning experience with individuals and corporations. He joined his current position after holding positions as financial consultant at a competitor wire-house, and Private Client Advisor and Wealth Manager with SunTrust Bank in both Fort Lauderdale and Miami markets.

Phil graduated from Nova Southeastern University with a DBA concentrate in Finance. His areas of research are small firm capital structure and executive equity compensation differences between family owned and non-family firms.

Phil holds the CIMA designation is currently the chair of the certification commission, which is the exam setting committee.

Phil graduated from DePaul University, Chicago, IL with a Masters in Business Administration with Distinction and a concentration in Finance. Phil graduated from Drexel University, Philadelphia, Pa with a Bachelors of Science in Commerce and Engineering Science with a concentration in Finance. Drexel is a Co-operative Education school that requires 2-years of work experience as part of the graduation credentials. He is a long-standing alumni club member of the Drexel University Gold Coast club and past president.

Phil has an extensive banking and investment background. He began his career with Harris Trust & Savings Bank, Chicago, IL as a corporate banker. He moved to Florida in 1978 and joined Southeast Bank, N.A. He has held both wealth banking and credit policy/asset recovery positions. At SunTrust, he was market manager for Private Banking in Miami and held positions in human resources and corporate banking.

Phil teaches financial planning, investment planning, corporate finance, and investment management at local universities. In addition to the CFP® designation, Phil holds NASD series 7 & 66 licenses and from the State of Florida his Life, Health and Variable Life insurance license.

Other affiliations include Investment Management Consultants Association, The Corinthian’s, and Drexel University Alumni Ambassadors. He is a founding advisory member to the FPA Broward’s continuing education 25th Conference and Expo for financial planners.