A Journey of Passion, Experience, and Commitment
Since 1992
Hello, I’m Phillip, the founder of Annuity Wealth.
Born to a US military intelligence officer and a South Tyrolean mother, I spent my childhood in Europe before venturing to the United States at the age of 18. Fueled by the pursuit of the “American Dream,” I embarked on my journey with only $40 in my pocket. Through determination and unwavering passion, I transformed my vision into reality.
In 1992, I began my career in financial services, eager to assist others in overcoming obstacles and achieving prosperity. My approach has always been characterized by innovative thinking and an unwavering commitment to high ethical standards.
I joined a prominent national financial planning and wealth management group, where I developed a strong foundation of expertise and recognized the importance of personalized financial advice.
In 1998, I took a bold step and established my independent wealth management firm to offer more choices and greater flexibility to my clients. The firm thrived, forming significant partnerships and nurturing multi-decade client relationships. In 2023, the company was successfully acquired, continuing to serve and support its valued clients.
After taking some time for reflection, I felt compelled to apply my extensive experience and wisdom to help others. I established Annuity Wealth, an insurance-focused practice committed to transforming uncertainty into reliable strategies that benefit clients and their future generations.
At Annuity Wealth, we’re dedicated to personalized strategies and innovative solutions to help you work towards your goals and manage risk.
Our strong network of professional relationships allows us to stay ahead of the latest developments, ensuring quality and regulatory compliance. We collaborate closely with your existing advisors, trustees, legal, tax, and planning professionals to enhance and support your financial goals.
Outside of work, I enjoy spending time with my grown children, engaging in activities such as mountain biking, hiking, boating, and free-dive spearfishing. I’m involved with Amazon Xpeditions and water well drilling projects, and I speak fluent Italian.
~ Phillip J. McKellop
Annuity Wealth
3501 N. Ponce De Leon Blvd
Suite B # 274
St Augustine, FL 32084
phillip@annuitywealth.org
904-767-0120
License # A173329 Florida