Experience
For nearly four decades, Philip Sprague has helped his clients create retirement, estate, and legacy plans that provide for them and allow them to thrive in retirement. He feels privileged to have the opportunity to develop close relationships while providing critical financial guidance to businesses and individuals. His dedication to clients, passion for integrity, and disciplined approach were born out of service to our country in the United States Air Force.
After leaving the Air Force, Phil sought a career that would allow him to continue being of service to others. With this inspiration, he became a financial advisor and continues to fulfill his love of service and knowledge. Additional motivation for his career came from his childhood. As the youngest of seven siblings, he watched his mother, twice widowed, work tirelessly to provide for her children and step-children. Observing her hard work and dedication to her family made Philip keenly aware of the value of financial security and the reality that this is almost always achieved through hard work and exceptional financial guidance. These childhood lessons instilled in him the desire to always do whatever possible to help others achieve financial success and see their dreams become a reality.
As a life insurance agent and financial adviser, Philip achieved recognition numerous times by being named to the Top of the Council (life insurance) and Blue Chip Council (wealth management), a distinction reserved for the top 1% of representatives with Mass Mutual.
Credentials
Philip is Cum Laude graduate of Saint Lawrence University and attended Albany Law School. Philip holds FINRA Series 6, Series 63, and Series 7 professional licenses. He has security licenses in numerous states.
Community Involvement
President of Friends of Thompson Park
Elder, Trustee, and past Deacon of First Presbyterian Church
Past President and current member of Watertown Rotary Club
Past President and supporter of The Thompson Park ConservancyPast Board member of Samaritan Medical Center
Past President of Samaritan Keep Home
Past board member and current supporter of the Samaritan Foundation
Past President, board member, and current supporter of Northern New York Community Foundation
Member of Alumni Executive Council of St. Lawrence University
Past President of The Northern New York Association of Life Underwriters
Past Board member of Greater Watertown Chamber of Commerce.
Personal
Phil and his wife, Emily, a retired English teacher, split their time between their longtime family home in Watertown, NY, and their summer home on Sylvia Lake in the Adirondack foothills. Emily and Phil and their family love to travel and enjoy sampling new cultures, cuisines, and landscapes but cherish returning home to their long-time friends and neighbors and the region's natural beauty. Phil and Emily are incredibly proud of the family, including their daughters, Caroline and her partner JJ, Julia and her husband John, and one beautiful baby grandson. When he is not in the office, Phil enjoys several sports and outdoor activities, including XC skiing, downhill skiing, paddleboarding, kayaking, mountain climbing, cycling, running, and golf.