Bill Phillips Email & Phone Number
Financial Advisor and Vice President @ Client Focused Advisors
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Bill Phillips Location
- Long Beach, NY, US
Bill Phillips Work
- Financial Advisor and Vice President @ (March 2013 - Present)
- Financial Advisor @ (January 2010 - August 2023)
- Career Agent @ Charter Oak Insurance and Financial Services - Mass Mutual (January 2010 - December 2010)
- Director of Sales @ HEAT USA - Heaney Energy Group (October 1999 - October 2009)
- Sales Associate @ New York Mets National League Baseball Club (January 1995 - January 1999)
Bill Phillips Education
- Villanova University
Bachelor's Degree (English Language and Literature)
1982-1986 - Chaminade High School 1978-1982
Bill Phillips Skills
- 401k Plans
- 529 Plans
- Buy-Sell Agreements
- Disability Insurance
- Executive Compensation Strategies
- Health Insurance
- IRA's
- Independent Financial Advice
- Life Insurance
- Long Term Care Insurance
- Pension Protection Strategies
- Retirement Planning
- Buy Sell Agreements
Bill Phillips Summary
- Bill Phillips, based in Long Beach, NY, US, is currently a Financial Advisor and Vice President at Client Focused Advisors. Bill Phillips brings experience from previous roles at Client Focused Advisors, Charter Oak Insurance and Financial Services - Mass Mutual, HEAT USA - Heaney Energy Group and New York Mets National League Baseball Club. Bill Phillips holds a 1982 - 1986 Bachelor's Degree in English Language and Literature @ Villanova University. With a robust skill set that includes 401k Plans, 529 Plans, Buy-Sell Agreements, Disability Insurance, Executive Compensation Strategies and more. Bill Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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