Daniel Phillips Email & Phone Number
Chief Investment Officer @ EverSource Wealth Advisors
5 free lookup(s).
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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Top EverSource Wealth Advisors Employees
Andrew Murphy
Investment Operations Manager
Birmingham, AL, US
Mark Wesson
Chief Executive Officer
Birmingham, AL, US
Stephen Miller
Senior Financial Advisor
Birmingham, AL, US
Glenn Waddell
General Counsel and Chief Compliance Officer
Birmingham, AL, US
Micky Reeves
Senior Wealth Advisor
Allen, TX, US
Theresa Davis
Executive Assistant to Chief Executive Officer
Birmingham, AL, US
W Fox
Financial Advisor
Rockwall, TX, US
Elisabeth Prinz
Operations and Training Manager
Birmingham, AL, US
Dan Twogood
Managing Partner
Scottsdale, AZ, US
Rhonda Lutzke
Chief Strategy Officer
Birmingham, AL, US
Brandi Lobato
Wealth Management Advisor at Cornerstone 360 Advisors
West Palm Beach, FL, US
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