Phil Bailey is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNERTM Practitioner at Carroll Financial Associates. His main responsibilities are assisting you in clarifying your financial goals and objectives, recommending appropriate strategies, and managing your investments to help you attain your desired financial objectives.
Importantly, he focuses on risk management strategies and will be delighted to share his discipline with you. Phil essentially functions as your “Financial Quarterback” – that is, he helps to ensure that all of the critical areas of your financial picture – Retirement Income, IRA Distributions, Investments, Income Taxes, Estate Planning, and Insurance – are properly coordinated.
Phil built his relationships through a meticulous work ethic and by focusing on an investment discipline suitable for retirees and investors concerned about the preservation of their wealth. Phil’s clients take comfort in his 30 years of experience, commitment to meeting client needs, attention to detail, and service-oriented approach. He takes great pride in sharing his expertise and genuine interest with his clients.
Phil works in our other Charlotte office located at:
6827 Fairview Road, Suite D
Charlotte, NC 28210
Philip Bailey's Approach
I function as my clients' "Financial Quarterback" to help ensure that all of the critical areas of their financial picture are properly coordinated.- Philip Bailey
Phil’s responsibilities consist of assisting his clients in clarifying their financial goals and objectives, recommending appropriate strategies, and managing investments to help them attain their desired financial objectives.