OdomMosesHeadshots 7socialmediaPhilip J. Moses, Jr., CPA/PFS

Partner

Phone 386-752-4621 ext. 3930
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Philip is the managing partner of Odom, Moses & Company, LLP. A Lake City native, he graduated from Spring Hill College in Mobile, Alabama in 1971 with a Bachelors Degree in Accounting. Soon afterwards he became a Certified Public Accountant and joined the firm in 1972, becoming a managing partner in 1987. He currently holds Series 7, 9, 10, 31 and 66 securities licenses and has been designated by the AICPA as a Personal Financial Specialist. He is also a licensed Life, Health and Variable Annuity agent. With over 39 years of professional tax experience and financial planning knowledge, Philip supervises all practice areas of the firm, but primarily specializes in investment, financial and estate planning matters. He serves on the Board of Directors of First Federal Bank of Florida, and is involved in several non-profit organizations. Philip and his wife, Sarai, have four children and enjoy spending time with family and fishing in the Gulf of Mexico.

 

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