Philip E. Corcoran

Philip E. Corcoran

Financial Advisor and Managing Director

Phil is a financial advisor in Savant’s McLean, VA office, is a member of the Advisory Team, serves as managing director for the McLean/DC metro market, and has a membership interest in Savant. He is a member of the Advisory Council, an internal panel that provides input on ways to improve the client experience. Phil is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.

Phil has been involved in the financial services industry since 1992. He founded a company to develop software applications and services to improve stock-based compensation decision-making for financial advisors and their clients. He served as president of The Corcoran Group in Bethesda, MD, until its acquisition by Savant in 2015.

Prior to his work in financial services, Phil built a distinguished career in the United States Navy. He earned a bachelor of science degree in political science from the U.S. Naval Academy and was a member of The Commandant’s List. As a Naval Intelligence Officer, he served aboard the aircraft carrier USS Dwight D Eisenhower during Operation Desert Shield, was an Asia-Pacific research analyst for the Defense Intelligence Agency, and served in the National Military Joint Intelligence Center for The Joint Chiefs of Staff Intelligence Staff. Phil was honored as a recipient of The Defense Meritorious Service Medal and named Defense Intelligence Agency’s Analyst Producer of the Year.

Phil is a CERTIFIED FINANCIAL PLANNER™ professional, is a member of the Financial Planning Association, and served on the investment subcommittee of Children’s Miracle Network Hospitals. He and his wife, Stacey, have three children. He is a yoga practitioner, golfer, and an Ironman 70.3 triathlon finisher.

Phil joined Team Savant in October 2015.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


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