Philip (PJ) Willis CFA®

Senior Vice President - Trust Portfolio Manager

14235 US Highway One

Juno Beach FL 33408

Office: 561-341-8631

Cell: 954-298-9068


As a Senior Vice President, 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 worked 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®).

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