Phillip C. Anderson, AIF®

Client Advisor, Shareholder

Phillip C. Anderson, AIF®

Client Advisor


34 Years Experience

Phil is a Client Advisor with Welch Hornsby, serving in that capacity since 1999.  Prior to joining Welch Hornsby, he served as Senior Vice-President in the Trust Division of AmSouth Bank where his areas of expertise included investment management, retirement plan business development, and retirement plan design and product development.  While with AmSouth, he led the establishment of a participant education group. Previously, he worked with a consulting group that provided retirement plan design and participant education services to 401(k) plans. Phil is a graduate of Samford University.

Phil has been a strong proponent of effective participant education strategies and initiatives and has conducted countless group and individual participant meetings. He is a member of PSCA (Plan Sponsor Council of America), ASPPA (American Society of Pension Professionals and Actuaries), and the Revere Coalition, a study group of 18 independent, fee-only consultants from across the United States.

Phil is married to the former Lisa Hembree, and they have two sons. Phil has served as a member of the board of Briarwood Christian School and serves as an Elder of Briarwood Presbyterian Church.