Senior Client Relationship Manager
Licenses: Series 6, Series 63
Phil embodies the ideal that the right people are the foundation of any great company. Since 1992, she’s been an integral part of the growth and development of Grodman Financial Group. She’s proud of her role in establishing trustworthy relationships with clients since the infancy of our practice.
She establishes and maintains our client’s accounts with unmatched personal attention. Her communication with our providers helps ensure individual client needs are addressed. With gracious charm and patience, Phil is a premier provider of customer service. Her expertise comes from a wealth of hands-on experience in the field of finance, combined with her FINRA 6 and 63 licenses.
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