Phil Fox

Phil Fox, CPA/PFS, CKA®, CWS®

Sr. Private Wealth Advisor, Partner
Naples, FL

Phil is a senior private wealth advisor and partner of Blue Trust and serves clients in Southwest Florida.

With over 25 years of experience as a wealth advisor to individuals, families, and business owners, Phil uses his objective perspective to help clients make wise financial decisions, providing them with clarity, confidence, and tools to leave a lasting legacy. Phil and his team integrate financial planning, wealth management, and trust services into a financial plan tailored to his clients’ needs.

Phil is a Certified Public Accountant (CPA) as well as a Certified Wealth Strategist® (CWS®). He earned both a BBA and a BS in accounting from the University of Kentucky. Before joining Blue Trust in 1994, Phil’s financial background included serving as a corporate controller, vice president with PNC Bank, and auditing and consulting with Ernst & Young. He is an active member of Kingdom Advisors.

Active in the community, Phil serves as a board member for the National Christian Foundation – South Florida and New Day Recovery, which provides faith-based, residential, and outpatient addiction treatment. Phil has served on the Life Centers, Heritage Christian School, and Covenant Community Housing boards. He is also active in his local Church and has led numerous financial and stewardship classes over the years.

Phil and his wife, Kathie, have been married for over 40 years and have three children (two living) and five granddaughters. In his free time, Phil enjoys time with his family, reading, cycling, and scuba diving.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE