Philip A. Lazzari Senior Partner, Managing DirectorPhil is a Senior Partner and Managing Director at Snowden Lane. For over 23 years, Phil has partnered with business leaders providing his knowledge and strategic thinking to build and sustain their company’s financial success. He specializes in assisting business owners, corporate executives and nonprofit governing boards by managing risk, consulting on concentrated stock positions, managing corporate cash and exploring financial planning in the case of a liquidity event. Phil provides seasoned advice suited to high net worth individuals and business clients with a specialization in working with and servicing Pension, Defined Contribution and Retirement plans, as a section 3(21) ERISA Fiduciary Advisor. He keeps their plans competitive through monitoring investments, analyzing record keeping and administration and holding employee education sessions. Owners, executives, and plan participants benefit from Phil’s ability to provide comprehensive personal wealth management consistent with their corporate needs. Phil is very dedicated to providing the highest level of boutique style service you would expect from a smaller firm. Phil resides in Clarksville, MD with his wife, Missy, their twin sons and two daughters. He is active in the community and coaches sports for Howard County Recreation & Parks.
The Harbor Wealth Advisory Group