Corpus Christi, Texas
Phillip Plant, a partner in Herndon Plant Oakley Ltd., and manager of Springwater Advisors LLC, began his career in 1970 with Rotan Mosle in San Antonio, Texas. In 1976 Phil moved to Corpus Christi (where he still resides) to join Rotan Mosle as Office Manager. In 1985, subsequent to the sale of Rotan Mosle, he moved to Rauscher, Pierce Refsnes, and there he established a relationship with his current partners while serving as Senior Vice President and Branch Manager. In 1998 the three partners formed Herndon Plant Oakley Ltd.
Phillip Plant holds a B.A. in economics from St. Mary's University, San Antonio, and has more than 45 years of experience in the investment industry. Mr. Plant works extensively with family offices, family wealth management, and in money manager selection. He also has extensive experience working with foundations, both public and private.
Local Endowments and Foundations he has worked with include:
Texas A&M Foundation - Corpus Christi,
Art Museum of South Texas Endowment Fund,
John P. McGovern Museum of Health & Medical Science,
Driscoll Children's Hospital Development Foundation,
The John G. & Marie Stella Kenedy Memorial Foundation, and
Christus Spohn Development Foundation.