Philip Bachman joined BCS Wealth Management as a financial advisor in 2015. Philip, also known as P.B., holds the Series 7 and Series 66 securities licenses. He works with individuals and families to provide a holistic approach to wealth management and investments.
Philip is deeply familiar with family business and entrepreneurship. He understands the importance of sound portfolio management for business owners and other clients. He aims to help clients manage their portfolios and achieve their financial goals in a most professional and accessible way.
Philip graduated Babson College in Wellesley, Massachusetts in 2007 with a B.S. in Business Management. Beginning in 2007, Philip worked in accounting, finance, and operations at the Phil Bachman auto dealerships in the Tri-Cities, Tennessee area. In 2013, he became the office manager for the Bachman family enterprises in Greeneville, Tennessee. His responsibilities included investment oversight and financial planning for the family enterprises.
Philip has volunteered on committees for ETSU Roan Scholars Leadership Program, Sequoyah Council Boy Scouts of America, and First Presbyterian Church of Greeneville. He and his wife, Amanda, reside in Johnson City with their personable Manx cats.
Email Philip at: firstname.lastname@example.org