Philip Dinius, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Intergenerational Planning

About Philip

The passion of my work as a financial advisor is helping clients envision and realize their lifestyle in retirement, as well as plan for their legacies. I have always been fascinated by the world of finance and the impact it can have on individuals and their families. The focus of my practice lies in estate and legacy considerations, in making a glide path to retirement, and in new investor education, as I believe in the importance of creating a lasting financial foundation for my clients and their heirs

One of the things that truly excites me about being a financial advisor...

Work History

  • Edward JonesJune 2023 to Current
  • Merrill Lynch, Pierce, FennerSeptember 2022 to May 2023

Education

  • Oral Roberts UniversityBachelor of Science

Team Members

  • Nancy Jones
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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