Philip Mathey
Private Wealth Advisor
Flagship Harbor Advisors, Melbourne, FL
Philip J. Mathey is a Private Wealth Advisor at Flagship Harbor Advisors. He began his financial services career in 1989 and has focused on financial advising for individual investors since 2007. His mission is to provide practical and useful strategies to help clients pursue their financial and lifestyle goals, fully aligned with their risk profiles. Phil also enjoys working with businesses that either offer or intend to offer retirement plan benefits to their employees. Phil is a past President of the Arlington Rotary Club (2011-2012) and an active member of the Arlington Chamber of Commerce.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor and separate entity from LPL Financial.
FINRA http://www.finra.org
SIPC http://www.sipc.org