Phillip Floyd

Philip Floyd

CFP®, CFS®, CRPC®, RICP®Coppell &
North Dallas, TX
P 972.393.0376 | F 972.393.0327

Professional and Community Activities

  • Member – Financial Planning Association
  • Chairman – Advocacy & Government Relations, FPA Dallas/Fort Worth
  • Volunteer – Junior Achievement, North Texas
  • Volunteer – Texas Men’s Prison Outreach and Restoration, Global Outreach

Philip and his wife, Natalie, were married in 1999 and have twin girls. He is active in his church, community, and has a passion for coaching youth sports, camping, and traveling with his family around the world.

Business Philosophy
Coaching is a passion of mine and guiding people through their financial lives is what I love to do. I strive to remove people’s worry so they can enjoy their passions of spending more family time, traveling, golfing, working, etc.


  • Certified Financial Planner (CFP) Designation, 2003
  • Certified Fund Specialist (CFS) Designation, 2004
  • BS Business and Finance, University of North Texas, 1998
  • Primary Leadership Development Academy, 1993

Business Experience

  • Advisor, Money Matters with Ken Moraif
  • Senior Managing Advisor, BKD Wealth Advisors
  • Financial Advisor, Smith Anglin Financial/HD Vest Financial
  • Infantry/Cavalry, US ARMY