Philip Donato Capriotti, Sr.
PRESIDENT / CEO, LICENSED FUDICIARY & TAX PLANNING SPECIALIST OF
Senior Tax & Insurance Advisors, PLLC
Financial Advisor, Retirement Income Planner, Ed Slott Master Elite IRA Advisor, Public Accountant & Social Security Maximization Specialist
Philip Donato Capriotti, Sr. was born and raised in Philadelphia, PA where he graduated from Philadelphia University with a BS in Accounting and Finance. He started his professional career in the insurance industry as a branch manager for Banker’s Life and Casualty. Since moving to Texas with his family in 2002, Phil founded his own company, Senior Tax & Insurance Advisors (STA) and worked to become a Master Elite IRA Advisor with Ed Slott, CPA and Co.
STA primarily focuses on retirement income planning and is a Social Security timing provider. In his “spare” time, Phil partners with Magellan Financial to train and recruit licensed agents in implementing Social Security workshops nationwide. Phil’s high energy and positive attitude have allowed him to “get in there” and become one of the most dynamic speakers in the industry.