Phillip Coad, CFP® 

Personal Financial Advisor

Phillip (Phil) specializes in serving executives, working professionals, and retirees through comprehensive, goals-based wealth management. He provides clarity and peace of mind to his clients through growing, preserving, and transferring their wealth.

As a CFP® professional, Phil has expertise across all areas of financial planning, including investment management, estate planning, retirement projections, tax planning, and insurance needs analysis. He began his career in financial planning at Vermillion in 2005, and his long-standing commitment reflects his passion for elevating the client experience and contributing to the firm’s continued success.

Outside the office, Phil enjoys spending time with his family and friends, cooking, and watching sports. He lives in Arlington Heights with his wife, Meghan, and their three children, Morgan, Ben, and Luke. He is active in the community through coaching youth sports and is a member of the Financial Planning Association.