Phil L. Fox, CPA/PFS, CKA®, CWS®
Sr. Private Wealth Advisor, Partner
Orlando, FL
Connect With Me
Services Offered
Phil Fox is a senior private wealth advisor for the Private Wealth division and partner of Ronald Blue Trust and primarily serves clients located in Indianapolis, Indiana and Naples, Florida.
As an experienced wealth advisor to individuals, families, and businesses, Phil uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Phil and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Phil is a Certified Public Accountant (CPA) as well as a Certified Wealth Strategist® (CWS®). He earned both a BBA and a BS in accounting from the University of Kentucky. Prior to joining Ronald Blue Trust in 1994, Phil served as the controller for Interior Services Corporation. His financial background also includes a position as vice president and manager of loan operations with PNC Bank, and auditing and management consulting with Ernst & Young. He is also an active member of Kingdom Advisors.
Active in the community, Phil has served as a board member for numerous non-profits. Dedicated to bringing stability and hope to those who are struggling, Phil currently serves on the board of Covenant Community Neighborhood in the urban core of Indianapolis and the advisory council for New Day, a faith-based substance abuse treatment center. He is also actively involved in a community church in Naples.
Phil and his wife, Kathie, have three children and two grandchildren.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.