Philip Lavelle Jr, CFP®

Philip Lavelle Jr, CFP®

Financial Advisor

Financial Partners Group
Madison County Federal Credit Union
621 E. 8th Street
Anderson, IN 46012

Phone: (765)374-4736
Fax: (765)374-4737
Mobile Phone: (317) 902-9335
E-mail:

 

 
Philip Lavelle’s goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge and experience required to help meet his client’s short and long-term financial goals. Philip’s personal goal is to become a lifetime resource for each and every client, while helping them realize their dreams.
 
Philip is a Certified Financial Planner practitioner and has been serving families as a representative of the Financial Services Industry since 1996.
 
Philip is a native of Anderson, IN and lives there with his wife, Chara, and their three children, Addison, Arabella, and Ruby. He enjoys hunting, fishing, and volunteering in local organizations. He is a graduate of Indiana University with a Bachelors Degree.
 
Philip is active in the community serving as President Elect of the Anderson Morning Rotary, a member of the Madison County Chamber of Commerce, the Ambassadors Committee, and the Young Professionals Group. He is on the Board of Directors of the Leadership Academy of Madison County and is a member of the Finance Committee of St. Johns Hospital.