Phil Romano

Phil Romano is the Private Wealth Advisor, Managing Partner of Concord Private Wealth. He is a seasoned financial advisor who thrives on helping clients turn complex financial goals into clear, actionable plans.

With a background in business technology from Virginia Tech and credentials such as Certified Investment Management Analyst (CIMA) and a CERTIFIED FINANCIAL PLANNER professional. He brings both brains and heart to every planning conversation.

He also holds Series 7 and 66 securities registrations, along with Life, Health, and Long-Term Care insurance licensure. He’s all about collaboration – whether it’s with clients or the broader team – to design strategies that not only make sense on paper but feel right for real life.

Phil lives in Raleigh with his wife, Ella, and their son jack. He’s a big believer in giving back, formerly a mentor with Big Brothers and not active in local charities.

When he’s not planning or parenting, you’ll find out enjoying North Carolina’s trails, food scene, or a good live show.