Philip Bachman, CIMA® joined BCS Wealth Management as a financial advisor in 2015. Philip, also known as P.B., is a Certified Investment Management Analyst® designee. He holds the Series 7 and Series 66 securities licenses.
Philip works with individuals and families to provide a holistic approach to financial planning and investing. He helps them consider and manage strategies and portfolios against the backdrop of their specific situations. His other focus at the firm is investment management and portfolio research.
Philip graduated Babson College in Wellesley, Massachusetts in 2007 with a B.S. in Business Management. He completed the Certified Investment Management Analyst® executive education course through Yale School of Management in 2020.
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 for the family enterprises.
Philip volunteers as a board member for the Johnson City Rotary Club and Girls Inc. of Johnson City/Washington County. He is a graduate of the Johnson City Chamber of Commerce Leadership 2020 program. He and his wife, Amanda, reside in Johnson City with their entertaining Manx cats.