Philip E. Lavelle Jr. is a Registered Representative and Investment Advisor Representative with Thurston, Springer, Miller, Herd & Titak, Inc., a registered Broker Dealer (Member FINRA and SIPC) and Registered Investment Advisor firm. Philip is a CERTIFIED FINANCIAL PLANNER practitioner and provides comprehensive financial planning services including:
Services for Individuals and Businesses
- IRA and Retirement Plan Rollovers
- Investment Management
- 401(k), 403(b), Pensions, SEPS, and SIMPLES
- Financial Planning
Since 1996, investors have been able to rely on Philip to put his experience to work and help them achieve their personal financial goals. Philip lives in Anderson, IN and is active in the community, currently serving as a member of the Anderson Rotary Club and the Board of Directors of the Anderson Symphony Orchestra and, in the recent past, serving on the Board of Directors of the Leadership Academy of Madison County and the Finance Committee of Saint Vincent's Anderson Regional Hospital.