David Phillips Email & Phone Number
Advanced Planning Attorney and Firm Principal
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David Phillips Location
- Detroit, MI, US
David Phillips Work
- 2022 -now Advanced Planning Attorney and Firm Principal @ Axis-Fidelity Consulting
- 2025 -2026 Head of Advanced Planning and Insurance Distribution @
- 2021 -2022 Sr. Advanced Sales Attorney with MassMutual Strategic Distribution @
- 2018 -2021 Managing Director @
- 2015 -2017 Vice President, Advanced Planning Group @
- 2015 -2017 Vice President, Advanced Planning @
- 2015 -2017 Vice President, Sr. Regional Advanced Planning Advisor @
- 2013 -2015 Life Insurance, Trust, and Asset Management @
- 2009 -2013 Principal @ Cleawater Benefits Group
- 2012 -2013 Financial Advisor @ Lucido-Morris Wealth Management
- 2005 -2009 Group Sales Representative @
David Phillips Education
- Thomas M. Cooley Law School
Doctor of Law (J.D.) (Estate Planning)
2012-2016 - Marymount Manhattan College
Bachelors (Communications, Marketing Concentration)
1992-2003 - Farmington High School
High School Diploma (College Prep)
1988-1992
David Phillips Summary
- David Phillips, based in Detroit, MI, US, is currently a Advanced Planning Attorney and Firm Principal at Axis-Fidelity Consulting. David Phillips brings experience from previous roles at GLP Financial Group, MassMutual and Comerica Bank. David Phillips holds a 2012 - 2016 Doctor of Law (J.D.) in Estate Planning @ Thomas M. Cooley Law School. David Phillips has 1 emails and 3 mobile phone numbers on RocketReach.
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