Josiah Phillips is an associate advisor for the Private Wealth and Everyday Steward® divisions of Blue Trust and serves clients out of the office in Charlotte, North Carolina.
As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Josiah provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. He oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Josiah supports investment management through reviews, rebalancing, and reporting. Committed to excellence, he fosters strong client relationships and actively contributes to the team’s growth.
Josiah graduated from Liberty University, where he obtained his bachelor’s degree and MBA in Finance.
Beyond his professional endeavors, Josiah is rooted in his community and finds fulfillment in giving back. Actively involved in his local church, he shares his expertise by teaching Financial Peace University, empowering individuals and families to achieve financial stability and peace of mind.
Family is at the core of Josiah’s values, and he cherishes his role as a husband and father to three sons. Josiah enjoys being outdoors in his leisure time through activities such as fishing, soccer, and tennis.
Josiah currently resides on the Charlotte border in Fort Mill, SC.
