JD, Series 65 Advisory Registration†
Phil has been providing financial planning and investment guidance to families since 1986. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company, where he worked as a senior advisor and was a co-founder of the firm. Prior to joining HHG & Company in 1986, Phil provided financial advice at the AYCO Corporation.
He earned his Bachelor of Science in American Studies from Marist College and his Educational Specialist in Counseling from the State University of New York-Albany. He then earned his Juris Doctor from Syracuse University School of Law. He is a member of the New York State Bar Association and is admitted to practice before the U.S. District Court, U.S. Tax Court and the IRS. In 2017, he was a recipient of the "FIVE STAR Wealth Manager" as noted in Connecticut Magazine.3
Phil is married and has two sons. He lives in Fairfield, CT, and enjoys boating, traveling and growing tomatoes. He is the Director of the Mollie Biggane Melanoma Foundation and a member of the Professional Advisors Council for the Fairfield County Community Foundation.
The Glennon-Marmon Financial Advisory team operates from our Darien, CT office and our New York - Madison Avenue office.
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1 †Advisory registrations are held with Wealth Enhancement Advisory Services.
2 Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Darien office advisors are not affiliated with LPL Financial.
3Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 FIVE STAR Wealth Managers.