Phil Devries, CTFA
Senior Trust Officer
Denver
As a Trust Officer at Sunflower Bank, Phil serves as a seasoned administrator managing clients’ fiduciary accounts including custody accounts, investment management accounts, and personal trusts. He has over 20 years’ experience in Trust and Fiduciary services in a variety of roles. Prior to joining Sunflower Bank, he ran his own independent fiduciary practice where he accepted appointments as conservator, executor, personal representative, and trustee.
Phil has earned the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association. The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.
Sunflower Bank’s wealth management team possesses extensive experience in investment management, as well as trust administration and settlement. In his role, Phil builds long-term, trusted relationships by providing appropriate wealth solutions in a timely and thoughtful manner and addressing clients’ important financial goals, including the establishment of trusts that benefit their loved ones and charitable organizations they hold near and dear to their hearts. Phil takes great pride in the fact that trust officers are held to a higher standard; that of a Fiduciary, which simply means the client ALWAYS comes first.
Philosophy
It is a privilege to working with clients to understand their unique goals and to provide direction through shared knowledge and financial planning. My commitment to clients is to implement comprehensive investment and estate planning strategies so they can live the lives they envision.
Favorite Quote
When asked to name the greatest invention in human history, Albert Einstein simply replied “compound interest.” I have personally benefited from this philosophy and enjoy sharing it with clients, family, friends, and co-workers.
Most Valuable Lesson
My dad always told me to “give 10%, save 10% and use the 80% wisely” and that there is a difference between “use” and “spend”.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.