Philip E. Corcoran

Phil is a financial advisor in Savant’s Vienna, VA office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Phil is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

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. 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 earned a bachelor of science degree in political science from the U.S. Naval Academy and was a member of The Commandant’s List. He is a member of the Financial Planning Association.

Phil and his wife Stacey have three children. He is a yoga practitioner, golfer, beginner pianist, and an Ironman 70.3 triathlon finisher.