I joined Edward Jones in 2012 and worked in the Mansfield, PA branch from January 2013 to September 2019. In September of 2019, I started an exciting new chapter of my business by opening an office in Williamsport, PA, which has allowed me more time to be with my family and active in my community.
I graduated from Lycoming College in 2004 with degrees in finance and political science. Following graduation, I was accepted at the Penn State Dickinson School of Law, where I earned my Juris Doctor degree in 2007. Prior to joining Edward Jones, I worked as a licensed attorney in Pennsylvania.
Two of the most important things to me are my family and my community. I am lucky to have a very supportive wife, Lindsey, and two wonderful daughters, Emma and Nora. Because of the support of my family, I am able to be active in various civil and social organizations, including the Montoursville Little League Board of Directors, Ivy Lodge 106 F&AM and the Mansfield Lions Club. I am also an active member of the Balls Mills United Methodist Church. In 2021, I had the honor of joining my alma mater as an adjunct professor. Beginning in the fall of 2021, I began teaching at Lycoming College. All of these have been great opportunities to grow and build on connections within the greater Williamsport area.
In January of 2020, I welcomed Kathy Reiner to the office as my branch office administrator. Kathy and her husband, Bruce, love spending time with family and enjoy spending time outdoors with their grandkids.
As an Edward Jones financial advisor, I partner with my clients to determine what is most important to them. Only after getting to know my clients do I develop a personalized financial strategy to help achieve their goals. I work closely with CPAs, attorneys and other professionals make sure the strategies we implement are appropriate to meet my clients' tax and estate planning objectives.
I am proud to say that I love my career and feel that I have the opportunity to help both the people and businesses of my community.
If you would like to schedule a portfolio review or would like more information on how we can help make your goals a reality, please contact my office.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberPhil Sunderland at (570) 513-0910
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