Philip Vann

CFP®
Associate Wealth Advisor

Meet Philip

Philip Vann is an Associate Wealth Advisor based in Amarillo, Texas.

At the age of 17, Philip discovered his passion for money management through a personal finance course at his high school. Learning how to implement basic financial principles with time, discipline, and money opened his eyes to a world of opportunity.

Philip graduated from Texas Tech University in 2019 and joined Carson Wealth’s team as a Client Service Associate shortly thereafter. From day one, he has built financial plans for many individuals and families. Creating financial plans is something Philip loves because it allows him to think creatively with others about how their money can be used as a tool to accomplish what is most important to them in life. While there are many things Philip gets to do for clients, he is especially passionate about faith-based investing, helping others find purpose in their work, and promoting financial literacy.

Outside of work, Philip enjoys spending time with his fiancé, Brooke. He is an active member of First Baptist Church of Amarillo, where he serves in various ministries. You can catch Philip just about anywhere outdoors whether it be on the golf course, ski slopes, or out fishing.

 

*Philip Vann is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives. *

A fool with a plan can beat a genius with no plan.
T. Boone Pickens

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 4 years financial industry experience
  • 4 years with Carson Wealth
Education
  • BS in Personal Financial Planning from Texas Tech University
  • MS in Personal Financial Planning from Texas Tech University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
Professional Memberships
  • Kingdom Advisors
  • Texas Tech Beta Upsilon Chi Alumni Board
A fool with a plan can beat a genius with no plan.
T. Boone Pickens

Carson Wealth

5101 Lexington Square
Amarillo, TX 79119
(806) 372-4285