Broker Check
Phillip Pierri, CPFA, CFP®

Phillip Pierri, CPFA, CFP®

Vice President, FAS

Phillip Pierri, CPFA, CFP®, joined FAS in 2018. Phillip earned his Bachelor’s Degree, holds an Ohio Life, Accident and Health Insurance License and his Series 7, 24, and 66 securities licenses. He also holds the Certified Plan Fiduciary Advisor and CERTIFIED FINANCIAL PLANNER™ designations. Phillip works individually with clients to help them develop strong financial strategies and currently oversees the firm’s Retirement Plans.

A lifelong resident of Greenville, Phillip serves on the Board of Directors of the Darke County Chamber of Commerce and the United Way. He also serves his community as the race director for the annual Y.O.L.O Festival of Races. Phillip, with his wife Jodi and their 4 kids, founded Y.O.L.O. (You Only Live Once) of Darke County, Inc., a non-profit organization dedicated to continuously improving our local community.