Phillip Closuit
Senior Vice President, Investments at Raymond James & Co-Founder GWP of Raymond James
- Role
- Senior Vice President, Investments at Raymond James
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Phillip Closuit
Phil is a financial advisor at Raymond James in Boston. Prior to joining Raymond James in 2018, Phil joined Merrill Lynch in September of 2009 after working 12 years at UBS as a Wealth Advisor. Phil’s mission is to be his client’s primary advisor and help them simplify and coordinate their financial wellbeing. Phil is a Chartered Retirement Planning Counselor and has his Series 7, 66 and Life and Health Insurance Licenses. After graduating from the University of Denver with a Bachelor of Science in Business Administration, Finance and Marketing, he relocated to the Boston area. He now resides in Needham with his wife, Caroline and their three children. Phil enjoys skiing, golfing and spending time with his family.
Experience
Senior Vice President, Investments
Jan 2018 — Present · Boston, MA, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, member New York Stock Exchange/SIPC
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