Philip Detlefs
Registered Financial Consultant/ Registered Representative
For Philip Detlefs, helping people make the most of their financial assets is rewarding work. Philip enjoys guiding his clients as they implement the investment strategies that help them meet their financial and life goals.
As a financial advisor and family member of Investment Management Group, Philip takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans—providing them with greater financial independence, peace of mind, and security.
Since joining the financial services industry in 2001, Philip has help build and grow the family business. As a Registered Investment Advisor representative, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, divorce, change of career, bought or sold a business or the loss of a spouse.
Philip graduated from the Florida State University with a bachelor’s degree in Finance and Marketing. He holds series 7, 63 and 65 designations. He also holds an RFC (registered financial consultant) certification and is a member of the IARFC (International Association of Registered Financial Consultants).
Philip also values his professional relationships. Philip has been a part of the local BNI (Business Networking International) chapter since 2006. He has served as both the Secretary/Treasurer, Vice President and chapter President.
When he’s not working, Philip enjoys spending time with his wife, Courtney and their two dogs, Rusty and Kaylee. Philip is an avid golfer and loves his FSU Seminoles football.