J. Phillip Passey, AAMS®

I believe that serving my clients' financial and investment needs begins with building strong, lasting relationships. I take the time to listen carefully to each client because I understand that everyone’s financial journey and future goals are unique. As a Financial Advisor in Holly Springs, NC, I prioritize my clients above all else, tailoring strategies aimed to meet their specific needs.

I offer a comprehensive range of investment services and strategies, committed to helping you pursue your financial aspirations. Together, we can craft a personalized portfolio that aligns with your unique objectives and long-term vision.

With over 15 years of experience as a Financial Advisor, I earned the AAMS® (Accredited Asset Management Specialist) designation in 2015 after completing extensive coursework in investments, insurance, tax, retirement, and estate planning. I graduated from Southern Virginia University in 2005 with a BA in Business Management and Finance and hold through LPL the Series 7, 63, and 66 licenses, along with Life Insurance, Annuity, and Long-Term Care Insurance licenses. I am dedicated to ongoing education and staying informed through industry events and conferences to better serve my clients.

Outside of work, I am passionate about giving back to the community. I am proud to serve as a Board Member for the Meg’s Smile Foundation, an organization that brings joy to children and young adults facing serious illnesses. Additionally, I have been actively involved with the Holly Springs Chamber of Commerce since 2008, serving on the Board of Directors from 2015 to 2017.

Originally from New Mexico, I now reside in New Hill, North Carolina, with my wife, Stefani, and our four children: Addison, Cooper, Haven, and Lincoln. In my free time, I enjoy long-distance running (including half and full marathons), kayaking, watching football, and spending quality time with my family.