portrait of Philip F Ucci III

About Philip

Although I've worked in the finance industry since 2006, I feel my career truly began years earlier, with the unexpected passing of my mother, Carol, at only 44 years of age. Managing family finances and tending to monthly bills was always my mother's area of expertise. Her unfortunate loss, when I was just 25, created the need to partner with my father to straighten out finances and organize financial matters for our family. This experience influenced my career choice, as well as my role as a parent. I work hard to instill in my own children the importance of organizing...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesFebruary 2017 to Current

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Sports Enthusiast
  • Coaching Sports
  • Photography

Team Members

  • Kerry Larsen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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