Phillip R. Garrison, CTFA®, CEPA®
Wealth & Fiduciary Advisor
Senior Vice President
Charlotte, NC
About Phillip R. Garrison, CTFA®, CEPA®
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