Daniel Phillips Email & Phone Number
Chief Investment Officer @ EverSource Wealth Advisors
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Daniel Phillips Location
- Birmingham, AL, US
Daniel Phillips Work
- 2024 -now Chief Investment Officer @
- 2017 -2024 Director of Investments @
- 2020 -2020 Private Wealth Advisor @
- 2016 -2020 Associate Advisor @
- 2015 -2016 Trust Portfolio Manager @
- 2012 -2015 WS Investment Analyst @
- 2011 -2011 Summer Intern @
- 2010 -2010 Summer Intern @ Lightfoot, Franklin & White LLC
Daniel Phillips Education
- University of Alabama at Birmingham
Bachelor’s Degree (Economics & Financial Analysis)
2008-2012
Daniel Phillips Summary
- Daniel Phillips, based in Birmingham, AL, US, is currently a Chief Investment Officer at EverSource Wealth Advisors. Daniel Phillips brings experience from previous roles at EverSource Wealth Advisors, BMSS Wesson Wealth Solutions and Cadence Bank, N.A.. Daniel Phillips holds a 2008 - 2012 Bachelor’s Degree in Economics & Financial Analysis @ University of Alabama at Birmingham. Daniel Phillips has 3 emails and 3 mobile phone numbers on RocketReach.
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