Broker Check
Philip Summers

Philip Summers

Financial Advisor

Philip began his career in the financial services industry in 1983 and has over 36 years experience working with individual and institutional investors. He has managed three different broker dealers and is licensed with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative, a General Securities Principal, an Options Principal and a Financial Operations Principal.

Philip's goal in developing an independent business is to provide unbiased advice, superior customer service and investment education in a non-pressured environment focusing on long-term relationships. His belief is that in order to make an educated, non-emotional investment decision you must not only understand the potential upside but also the downside risk and determine if it meets your risk tolerance level. He specializes in developing individual investment portfolios using individual stocks and bonds, mutual funds and ETFs as well as retirement and college education plans.

Philip is married and the proud father of triplets in Keller, Texas.