Phillip T. Dobbs, CPFA®, CFP®

Phil Dobbs is a Private Advisor and Senior Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Drawing on his previous experience as an entrepreneur and small business owner, Phil provides process driven financial advice to affluent families and institutions. Phil and his team are adept at harnessing the firm’s resources and capabilities and delivering robust and holistic strategies in a boutique like environment.

Phil’s role on the team is working closely with the client to create a long-term plan as wealth grows, families age and institutions expand. He takes into account client’s sensitivity to risk, personal timelines, lifestyle needs and long-term goals as he analyzes both sides of the balance sheet to identify gaps and capitalize on more efficient opportunities. Within the planning sleeve, Phil is responsible for budget planning, cash flow modeling, concentrated stock strategies and intergenerational wealth transfer.

Prior to Rockefeller, Phil was an Advisor with Merrill Lynch Wealth Management. He earned his bachelor’s degree in Business Management from Texas Tech University. Phil is a CERTIFIED FINANCIAL PLANNER™ certificant. He held Merrill’s internal designation of Retirement Benefits Consultant, which is reserved for financial advisors who have the experience and have demonstrated the ability to address complex needs of corporate and institutional retirement plans.

Phil resides in Maitland, FL with his wife, Elizabeth and their son and is actively involved in Florida Citrus Sports.