Philip Franco

Philip Franco is an investment professional currently serving as an Analyst and Financial Advisor at CALTON & ASSOCIATES, INC. in Tampa, Florida. In his role, he works directly with clients to develop and implement financial strategies, specializing in comprehensive investment analysis, portfolio construction, and compliance within the wealth management sector. His advisory coverage includes a range of sectors typical for independent broker-dealers, focusing on equities, fixed income instruments, and mutual funds for individual and institutional clients.

Prior to joining Calton & Associates, Philip held analyst and compliance positions at PeakShares LLC and ABMM Financial, where he gained experience in financial management, operational compliance, and investment research. These roles provided him with hands-on expertise in due diligence, risk management, and the support of complex investment transactions.

Philip earned his Bachelor’s degree in Finance from the University of Tampa’s John H. Sykes College of Business, equipping him with a solid foundation in financial markets, investment theory, and portfolio analytics. He is noted for his commitment to regulatory standards and client-centric approach, aiming to deliver tailored investment solutions aligned with each client’s objectives and risk profile.