Phillip R. Garrison, CTFA®, CEPA®
Wealth & Fiduciary Advisor
Senior Vice President
Charlotte, NC
About Phillip R. Garrison, CTFA®, CEPA®
Phillip began his career in Trust and Wealth Management in 1998. Prior to joining SouthState, he was a Senior Fiduciary Officer for a large, national bank and trust company, where he was previously a Regional Insurance Consultant.
Phillip lives in Mt. Holly, North Carolina with his wife and four children. He enjoys spending time with his family and friends, reading, martial arts training, and working out.
Certifications
- Certified Trust & Fiduciary Advisor (CTFA) - 2006
- Certified Exit Planning Advisor (CEPA) - 2023
Education
- Campbell University - BBA In Trust Management & Minor In Financial Planning Cannon Financial, 2002, 2019, 2022 Exit Planning Institute, 2023