Phillip Floyd

Philip Floyd

CFP®, CFS®Coppell &
North Dallas, TX
P 972.393.0376 | F 972.393.0327

Professional and Community Activities

  • Member – Financial Planning Association
  • Chairman – Advocacy & Government Relations, FPA Dallas/Fort Worth
  • Volunteer – Junior Achievement, North Texas
  • Volunteer – Texas Men’s Prison Outreach and Restoration, Global Outreach

Family
Philip and his wife, Natalie, were married in 1999 and have twin girls. He is active in his church, community, and has a passion for coaching youth sports, camping, and traveling with his family around the world.

Business Philosophy
Coaching is a passion of mine and guiding people through their financial lives is what I love to do. I strive to remove people’s worry so they can enjoy their passions of spending more family time, traveling, golfing, working, etc.

Education

  • Certified Financial Planner (CFP) Designation, 2003
  • Certified Fund Specialist (CFS) Designation, 2004
  • BS Business and Finance, University of North Texas, 1998
  • Primary Leadership Development Academy, 1993

Business Experience

  • Advisor, Money Matters with Ken Moraif
  • Senior Managing Advisor, BKD Wealth Advisors
  • Financial Advisor, Smith Anglin Financial/HD Vest Financial
  • Infantry/Cavalry, US ARMY

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.