Philip (PJ) Willis
Senior Trust Portfolio Manager
2500 Weston Road, Suite 300
As a Senior Trust Portfolio Manager, Phillip (PJ) Willis has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.
Phillip (PJ) has been working in the Trust Industry since 1999 but started his career in the Financial Industry in 1997. He graduated from Florida Atlantic University with his bachelor’s degree in Finance. He holds a professional designation as a Chartered Financial Analyst (CFA®).