Phil Pizzuti, CFP®

Phil serves as a Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.

Phil has nearly two decades of experience in the financial services industry, working with individual clients and assisting them with their financial needs. He also sat on numerous leadership panels to improve client experience.

Phil received a Bachelor of Science degree from Eastern Connecticut State University and is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Phil lives in Nashville with his wife, Anne, and their three children: Ace, Lola and Lillian. Phil enjoys spending time with his family, doing CrossFit, competing in triathlons, playing golf and coaching little league.