Early on, I discovered that service and helping others navigate toward their goals brings meaning to our own journey – and those life journeys are more enjoyable when we’re able to share them with people who value good listening, open communication and true caring.
Prioritizing this way of life led me to 10 years’ military service in the United States Army, brought me to the Edward Jones team and has fueled my long-time involvement in community service. As a financial advisor, the process of growing relationships with my clients, clarifying the financial choices available to them and seeing what possibilities unfurl on their path has been a natural extension of my love of service.
Together with Deborah Thompson and Sharon Stocker, my Branch Office Administrators, our team is committed to being responsive to your needs. Whether your focus is on planning for retirement, philanthropy, education or sheer enjoyment, we focus on asking good questions — and deep listening – so we’re sure to understand the full scope of your objectives. Backed by the deep resources of Edward Jones research and technology, my team and I always emphasize the need to create strategies and action plans that support your dreams and goals—never cookie-cutter plans.
From first greeting, through each step of our proven process and beyond to generational relationship-building, we’ll emphasize the lifestyle you want to sustain for your family and the legacy you aspire to grow and sustain.
When not at my desk, you’re likely to find me with my family and neighbors, making the most of any opportunities to enjoy time on the water, golf course or traveling. Now that my children are just about grown, my community service has shifted from more student-oriented projects to being a proud member of the Rotary Club of Smithfield, where we can support a variety of community needs.
We welcome you to call our office in Smithfield to schedule an appointment to see how we can serve you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
Phone NumberPhil Frix at (757) 357-3984
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More