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I am confident that with our understanding of personal finance, coupled with training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

"We take pride in being “not your typical financial advisor.”

Philip Lett

Philip Lett

Wealth Advisor

Philip.Lett@FirstHeritage-LPL.com

Philip joined the financial industry in October 2012 as an Institutional advisor and trade broker with Fidelity Investments in the New England area. Quickly falling in love with the industry and helping clients find solutions in a fast paced trade environment Philip moved to management and compliance overseeing the operations of about two dozen traders on the trade floor for Fidelity in Merrimack, NY. In 2019 Philip and his family moved to Houston, TX with him transitioning into private wealth management for clients in the area.

He was honored to be recognized by Forbes along with his colleagues as being a top 50 wealth management team in the country two years in a row during his time in Houston with Merrill Lynch. Philip and his wife Amanda have been married for over 28 years and have 2 amazing cats that have tagged along with them during their travels. They found themselves living in the Corning area after Amanda Lett accepted a new role as Curator of the Rockwell Museum. Now living in the Corning area, Philip looks forward to working with the amazing members of First Heritage.

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202 Denison Pkwy E.

Corning, NY 14830

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