Philip Gibson* - Carroll Financial
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Philip Gibson*

  • CFP®

Financial Advisor

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.

In 2020, Philip was inducted into the InvestmentNews 2020 class of 40 Under 40. This recognition is given to young advisers and associated professionals who are building and expanding the financial advice industry.

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.

Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
Investment News’ 40 Under 40 project aims to reveal the potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The winners were chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of Investment News, to make a list of 40 talented individuals. Nominations are accepted for professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. Investment News determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. No fees are paid, participation is free. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client

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.

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