Phillip B. White Co., Inc

Zachary White is a CFP® with 10 years of industry experience, currently serving as an investment advisor representative at Securities America Advisors. He has worked in the financial services sector since 2014, including roles at Phillip B. White Co., Inc. and Foothill Securities Inc. In addition to his advisory work, he assists with insurance brokerage services related to life, disability, and property and casualty policies. Phillip B. White Co., Inc. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach that combines passive index and ETF exposure with actively managed funds and global diversification.

Bruce White is a CFP® with 44 years of experience in the financial services industry. He is associated with Phillip B. White Co., Inc. and has held roles at Securities America Advisors, Inc. and Foothill Securities, Inc. He also owns and supervises an independent insurance brokerage focused primarily on personal lines property and casualty insurance. Phillip B. White Co., Inc. provides financial planning and investment management services to individuals, trusts, charitable organizations, and small businesses. The firm utilizes a core-and-satellite investment approach combining passive and active strategies, managing approximately $268 million in client assets.