Philip (PJ) Willis

Senior Trust Portfolio Manager

7108 Fairway Drive, Suite 315

Palm Beach Gardens FL 33418

Office: 561-341-8631

Cell: 954-298-9068

Email: pjwillis@synovus.com

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®).

Important Disclosure Information

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.