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Philip Bailey Joins Delta Financial Advisors Team

Delta Financial Advisors has announced the addition of Philip Bailey of Greensboro to its team of experienced and knowledgeable financial consultants.

Delta Financial is a full-service brokerage firm dedicated to providing individuals and businesses with sensible solutions to financial challenges using sound strategies and trusted products in the industry, the company said in a news release.

Bailey is a financial consultant with Securian Financial Services and is Series 7 and Series 66 registered with life, health, and disability insurance licenses.

He has been a financial services professional for six years with experience in asset protection, investments, estate tax and charitable planning. He spent the last two years as part of a wealth management team focusing on financial planning for individuals and businesses.

Bailey and his wife, Tiffany, were married in Pinehurst last May.

“When I first introduced the idea of exploring an opportunity with Delta Financial Advisors to my wife she was on board from the very beginning,” he said. “We both have a great love for the area and I had heard great things about Delta Financial Advisors through my contacts in the industry. My initial meeting with Paul (DiSantis) went so well my wife practically had our bags packed by the time I got home.”

Bailey said he was pleased by the comprehensive financial solutions capabilities that Delta Financial Advisors offers and the 30-plus years’ experience the firm brings to the table.

“When an adviser changes firms he has to make absolutely sure that it is in the best interest of his clients as well as his own,” he said. “They have the confidence in me to manage their financial affairs and if that is broken, I would be out of the business in a hurry.”

Bailey said he is proud that many of his top clients are on board to move their accounts with him to Delta Financial Advisors.

“Bottom line, they have confidence in me and in Delta Financial,” he said.

Paul V. DiSantis, president and founder of Delta Financial Advisors, encourages interested investors to contact Bailey at (800) 672-3323 or 695-7200. Delta Financial Advisors is in Pinehurst off Morganton Road in the Muster Branch Office Park.

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