Philip Hotchkiss

Philip Hotchkiss is Chief Wealth Strategist, Senior Vice President at TrustBank, where he leads the development of integrated wealth strategies for high-net-worth individuals, families, foundations, and endowments. Prior to joining TrustBank, he held senior advisory roles at BMO Harris Bank and The Northern Trust, where he was responsible for developing client solutions for private wealth clients.

Philip is actively involved in continuing education within the estate planning community and has delivered CLE-accredited presentations on retirement and estate planning topics for attorney audiences. He regularly shares practical insights based on his experience working alongside attorneys and clients.

He holds the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations and earned his Bachelor of Science in Business Administration, with an emphasis in Accounting, from Menlo College. He is a member of the Central Arizona Estate Planning Council and the Financial Planning Association of Greater Phoenix.