Broker Check
Phil Clarke

Phil Clarke

Financial Services Professional

Phil brings over 30 years of senior management experience working for such companies as AT&T, MCI, River Logic and ArcMail. Phil leveraged his experience in coaching, strategic & financial strategies, operational efficiency, and sales management, to assume key roles in the successful launch of several startups, formulating growth strategies and securing early stage funding through private equity and small cap investment funds.

Areas of Focus

  • Retirement Income Strategies
  • Long Term Care Strategies
  • Social Security Strategies & Annuities
  • Wealth Preservation Strategies
  • Estate Preservation & Legacy Strategies
  • Life Insurance
  • Disability Income Protection
  • Executive Discriminatory Benefits
  • Employee Benefits Packages
  • Buy-Sell Agreement Funding
  • Tax Deferred Compensation Plans
  • IRS Qualified Plans

Designations / Licenses

  • General Lines Agent - Life Insurance, Accident, Health Insurance and HMO

Community Participation

  • President of the Board of Crighton Theatre’s resident company “Stage Right” in Conroe, TX
  • Member of the Board of the Greater Conroe Arts Alliance (GCAA)
  • Member of the Children’s Ministry at Woods Edge Church in the Woodlands, TX
  • Co-Executive Producer of the Monties™, an annual awards ceremony in Conroe, TX