Phillip Knight, CFP®

Managing Director / Partner

Phillip Knight is Managing Director/Partner with Americana Partners. Prior to joining Americana in 2023, he was a Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and Managing Director of Wealth Management at Morgan Stanley.

Phillip’s financial services career began in 2003 at Merrill Lynch Pierce Fenner and Smith where he focused on market, portfolio, security and investment fund analysis. In March of 2007 Phillip moved to Morgan Stanley to form The Fidelis Group, a team of advisors providing wealth management and advanced planning services to a private group of families. Phillip developed and managed the team’s global macro-economic outlook, investment strategy, and portfolio design process. He also oversaw the team’s discretionary asset management program and alternative investment selection process. Phillip earned a BBA in Finance from the University of Texas of the Permian Basin and is a CFP® professional. He currently serves as Treasurer on the board of High Sky Children’s Ranch, is a member of the MCRC Endowment Fund Board, and is President of the Camron Stotts Foundation. He has previously served on the boards of Midland Community Theater, Healthy City, and is past president of the Midland Children’s Rehabilitation Center board.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.