A native of Jamaica, Philip moved to the U.S. to attend Prairie View A&M University, where he graduated Summa Cum Laude. Philip went on to obtain a Doctorate in Personal Financial Planning from Texas Tech University.
A lifelong learner and teacher, Philip started his academic career in 2012 at the University of the Incarnate Word in San Antonio. In 2014, he joined the faculty at Winthrop University where he is currently a tenured Associate Professor of Finance and Director of Certified Financial Planning. Philip is not only passionate about teaching the next generation of financial advisors, but he enjoys helping hard-working professional men and women attain their financial goals. Before joining Carroll Financial, Philip founded and operated Elation Wealth LLC as an independent financial advisor.
As a CERTIFIED FINANCIAL PLANNER™ and an academic, Philip enjoys creating financial plans that are practical and supported by academic research. Philip has published numerous scholarly articles on investing and retirement planning. His research has been cited by the Wall Street Journal, CNN Money, and Reuters, among other well-known media outlets. Philip currently sits on the board of the Academy of Financial Services. He has previously served on the board of Junior Achievement of Central Carolinas and as a member of the National Association of Personal Financial Advisors (NAPFA) Diversity and Inclusion Committee.
Philip and his wife Tasheika reside in Charlotte, and they are proud parents of their daughter Zara. Philip and Tasheika enjoy doing outdoor activities, playing tennis, and traveling.
Philip Gibson*'s Approach
I am dedicated to delivering unbiased and quality advice to my clients. I believe it is essential to always be a fiduciary and put my client's interest first.- Philip Gibson*
As a CERTIFIED FINANCIAL PLANNER™ and an academic, Philip enjoys creating financial plans that are practical and supported by academic research. Philip focuses on providing holistic financial planning to clients who range from young professionals to retirees.