Bleakley Financial Group
Phil Roberts is an experienced Wealth Advisor at Bleakley Financial Group, specializing in independent and pragmatic wealth advisory solutions since May 2017. Previously, Phil served on the Board of Directors for VantageTrust Company and held senior positions at multiple prestigious firms including Goldman Sachs as Vice President and U.S. Trust Company as Senior Vice President. With a background in actuarial science and risk management from the Fox School of Business at Temple University, Phil has a robust understanding of financial, investment, estate, income tax, and retirement planning, providing comprehensive wealth management services to ultra-high-net-worth families and public employees. Phil's diverse career also includes significant roles in portfolio management and analysis, further enhancing expertise in the financial sector.
This person is not in any teams
Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.