Josiah Phillips is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Charlotte, North Carolina.
Josiah is a distinguished CERTIFIED FINANCIAL PLANNERTM certificant and Certified Kingdom Advisor®, committed to guiding clients on their financial stewardship journey. With a holistic approach, he evaluates each client’s complete financial landscape, encompassing cash flow, net worth, tax implications, insurance coverage, and estate analysis. Through this comprehensive assessment, Josiah crafts personalized strategies tailored to meet his clients’ unique goals and needs.
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.
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BrittanyA2024-04-21 12:58:272024-04-21 12:58:27A Message From Our New CEO
