Philip Donato Capriotti, Sr.


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.

Email Address

Phone: (512) 833-6557

Learn More About Our Team

Philip Donato Capriotti, Sr.

Owner, CEO, Licensed Fiduciary & Ed Slott Master Elite IRA Advisor

Gregory Putbrese

Social Security Timing Specialist

Christy Wix

Director of Operations

Jimye Ketchens

Financial Records Administrator

Ed Talley

Real Estate Specialist

Terry Hutchens

CPA- Hutchens and Sheppard, LLP

Nathan Sheppard

Accountant – Hutchens and Sheppard, LLP

Gerry Hammill

Tax Specialist

Philip Capriotti, Jr

Chief Compliance Officer

Susan McCallium

Full-Charge Bookkeeper

Philip Levin

Estate Attorney

Lisa Capriotti, PhD

Licensed Fiduciary & Licensed Investment Advisor

Phone: TX- (512) 833-6557