wealth management advisor in Hermitage Phil Staples
3865 Lebanon Road
Hermitage, TN 37076
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It is my pleasure to serve the financial needs of people in Nashville, Hermitage, and the surrounding middle Tennessee areas. My experience in the financial industry started in 2016 and I became a Wealth Management Advisor in 2022. I hold a Bachelor of Arts in pyschology from University of Tennessee and a Master of Arts in public administration from Virginia Commonwealth University. Arkansas Insurance Producer License Number 17967095.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy spending time with my wife Jessica and our two children, Joanna and Charlie. I also enjoy being active in our community as well as the occasional round of golf.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office3865 Lebanon Road
Hermitage, TN 37076
Secondary office300 Pleasant Grove Rd
Mount Juliet, TN 37122
Secondary office4601 Gallatin Pike
Nashville, TN 37216
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.