Phillip Dobbins

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I believe successful financial planning is about more than numbers. It's about helping people build the future they envision. As a Financial Advisor, I specialize in personalized investment strategies, retirement planning, and long-term financial planning designed to help individuals and families pursue their financial goals with confidence.

A proud Memphian and Tennessee Tech University graduate with a bachelor's degree in Accounting, I began my career as a Controller for DoubleTree Hotel before serving as a Staff Accountant at Bethany Huffman, CPA. My background in accounting and financial management provides a strong foundation for helping clients make informed decisions and develop strategies for long-term financial success.

Today, I enjoy working closely with clients to navigate important life milestones through personalized financial guidance, investment management, and retirement planning solutions tailored to their unique needs and goals. Whether you're preparing for retirement, building wealth, or planning for the future, my goal is to help you feel confident every step of the way.

Outside the office, I'm a dedicated Tennessee Titans fan, an avid card show vendor, and am excitedly planning my upcoming wedding with my fiancée, Katie. Whether I'm helping clients pursue their financial goals or searching for the next great collectible, I bring the same attention to detail, market insight, and long-term perspective to everything I do.