Philip W Hotchkiss, CFP® CTFA
Login to view DISC.Philip W. Hotchkiss is the Chief Wealth Strategist at TrustBank, where he leverages his extensive experience from prior roles at Northern Trust and Charles Schwab. Holding CFP® and CTFA certifications, he specializes in helping clients coordinate their financial lives efficiently. He is a graduate of Menlo College with a BS in Business Administration and Accounting.
Philip focuses on providing guidance through significant life transitions, such as the loss of a spouse, to help clients find stability and a new path forward. He is interested in the broader financial industry and maintains a connection with his alma mater, Menlo College.
He works for TrustBank, an institution with over a century of history in banking and wealth management.
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