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Philip U
ChFC®, Series 66
Milford, CT
Raymond James Financial
Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.
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