Phil Denney

Investment Advisor

Phil came to HWM as an Investment Advisor in October of 1999. Since he has been with the firm, Phil has distinguished himself by using his previous leadership and investment experience to assist clients in selecting a portfolio of HWM’s risk-managed strategies that helps put them on the path to meeting their unique financial goals. Phil helps clients see the “big picture” and focus on long-term strategies, rather than just looking for the latest hot stock tip. He also serves as a member of the Investment Committee and the Research and Due Diligence Committee.

Phil was born in Pittsburg, Texas, the son of a Southern Baptist minister. However, he spent most of his youth in Ohio, and graduated from the University of Akron with a BA degree in Political Science in 1975. In 2002, he earned his MBA degree at St Edwards University in Austin. Phil is a CERTIFIED FINANCIAL PLANNER™ practitioner.

When not helping clients put together diversified investment plans, Phil enjoys being active in church and civic activities. One activity that he finds very rewarding is volunteering for STEP Ministries in Little Rock, Arkansas, where he mentors and tutors under resourced youth.

Phil is an experienced leader and retired from the U.S. Army holding the rank of Major. He is a member of the Military Officer Association of America. Phil lives in Sherwood, AR with his wife Brenda.

You can email Phil at Phil.Denney@halbertwealth.com.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.