Phil Fish Certified CFP® Vice President, Estate Planning Specialist
Vice President, Estate Planning Specialist
ext. 3607
Mobile Phone
Email Address

As a CFP® and estate planning specialist, Phil brings over 30 years of experience in estate and financial planning to his clients. Phil serves as an educator and problem solver for members of the community. Since joining Sandy Spring Bank in August 2000, Phil works closely with colleagues and other professionals to protect families and manage assets under federal fiduciary standards. 

Phil hosts complimentary online discussions that will cover a wide range of critical issues regarding your estate planning, tax, financial and health care plans. Learn more

“It is my mission to assist my clients with Transition Planning: the combination of financial, retirement, and estate planning strategies to help prepare them, their family and their decision makers for the three major transitions in their life – Retirement, Incapacity, and Death.”

Areas of Specialty

  • Transition Planning
  • Intergenerational Wealth Transfers
  • Estate Planning
  • Risk Management
  • Professional Asset Management

Background and Credentials

  • Financial professional since 1988 – investment, insurance and trust services.
  • Bachelor of Arts in Economics from St. Mary’s College of Southern Maryland.
  • Obtained CFP® designation in 2000

Community and Professional Involvement

  • Speaks publicly throughout the area on various financial topics.