Phillip Knight

Background

About Phillip Knight

Phillip Knight is Managing Director/Partner with Americana Partners. Prior to joining Americana in 2023, he was a Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and Managing Director of Wealth Management at Morgan Stanley. Phillip’s financial services career began in 2003 at Merrill Lynch Pierce Fenner and Smith where he focused on market, portfolio, security and investment fund analysis. In March of 2007 Phillip moved to Morgan Stanley to form The Fidelis Group, a team of advisors providing wealth management and advanced planning services to a private group of families. Phillip developed and managed the team’s global macro-economic outlook, investment strategy, and portfolio design process. He also oversaw the team’s discretionary asset management program and alternative investment selection process. Phillip earned a BBA in Finance from the University of Texas of the Permian Basin and is a CFP® professional. He currently serves as Treasurer on the board of High Sky Children’s Ranch, is a member of the MCRC Endowment Fund Board, and is President of the Camron Stotts Foundation. He has previously served on the boards of Midland Community Theater, Healthy City, and is past president of the Midland Children's Rehabilitation Center board.CFP® – Certified Financial PlannerThe CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc.(the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple-choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.