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
- 2013 - now Financial Advisor and Vice President @
- 2010 - 2023 Financial Advisor @
- 2010 - 2010 Career Agent @ Charter Oak Insurance and Financial Services - Mass Mutual
- 1999 - 2009 Director of Sales @ HEAT USA - Heaney Energy Group
- 1995 - 1999 Sales Associate @ New York Mets National League Baseball Club
Bill Phillips Education
- Villanova University
Bachelor's Degree (English Language and Literature)
1982 - 1986 - Chaminade High School 1978 - 1982
Bill Phillips Skills
- 401k Plans
- Health Insurance
- Executive Compensation Strategies
- Retirement Planning
- IRA's
- Buy-Sell Agreements
- Life Insurance
- Disability Insurance
- 529 Plans
- Pension Protection Strategies
- Long Term Care Insurance
- 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, Health Insurance, Executive Compensation Strategies, Retirement Planning, IRA's and more. Bill Phillips has 2 emails and 2 mobile phone numbers on RocketReach.
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