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Phillip F. Fournier
Senior Vice President
(703) 748.5815 -P
(703) 748.1372 -F
Phillip.Fournier@SpireIp.com
Senior Vice President-Spire Investment Partners, LLC. He has over 14 years of experience in all aspects of financial and investment planning. He is a graduate of The Business School, George Mason University -Business Administration. He is also enrolled in the Certified Financial Planners Program. Phillip is a former U.S.Marine-
Presidential Honorguard.
Significant Achievements
- Specializes in portfolio consulting and management responsibilities for endowments, associations, & high net worth individuals
- Prior to joining Spire Investment Partners, LLC: Team Leader, Legg Mason Wood Walker
- Technical Analyst for a team ranked in top 1% of Smith Barney and industry
- Assistant Manager-Mclean Branch, Ferris Baker Watts, Inc.
- United States Marine Corps, Platoon Sergeant - Presidential HonorguardEducation:
- The Business School , George Mason University , Bachelors of Science Business Administration, 1995
Licenses
- Series 7: Securities License
- Series 63: State Securities License
- Life & Health Insurance License
Biography
Phillip Fournier is a Sr. Vice President with Spire Investment Partners, LLC with a primary focus on articulating and helping clients achieve their goals through investment management, financial planning, and risk reduction.
For over 14 years, Phillip has been involved in the financial services industry. He has worked on several large financial planning teams that handled clients' accounts. His responsibilities included all aspects of investing including floor trading, financial and investment planning, education funding, and retirement goal development.
He helped start Spire IP 8 years ago with the idea of creating a family office. This would allow clients access to products and services that could impact a wide range of their lives from mortgages, insurance, and goal setting to more traditional areas like financial planning, investment management, and other wealth strategies.
A former United States Marine with the Presidential Honorguard, Phillip believes strongly in community. He is active in his church, local homeowners association, as well as Volunteer Fairfax-a community program that helps many charities in Fairfax County .
He and his wife, Lisa, reside in the Cascades Virginia area where he spends as much time as possible keeping up with Michael, his 2-year-old son. They enjoy hiking and outdoor activities along with anything involving speed.
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