Eric Philips Location
Alpharetta, GA, US
Eric Philips Work
- 2026 - now Financial Planner @ Sugarloaf Wealth Management
- 2024 - 2025 Associate Financial Planner @ Sugarloaf Wealth Management
- 2023 - 2024 Financial Advisor @ Commonwealth Financial Network
- 2023 - 2024 Financial Advisor @ Ehlert Financial Group, Inc.
- 2022 - 2023 Financial Advisor @ J.P. Morgan Securities, LLC
- 2021 - 2022 Private Client Banker, Assistant Vice President @ JPMorgan Chase & Co.
- 2019 - 2021 Account Manager @ Nease, Lagana, Eden & Culley
- 2018 - 2019 Trader, Business Analyst, Registered Client Service Representative @ Lindner Capital Advisors, Inc.
- 2016 - 2018 Client Services Associate @ JOYN
- 2016 - 2016 Registered Representative @ Wells Fargo Advisors
Eric Philips Education
- The University of Georgia
CFP® Certification Education Program (Terry College of Business)
2021 - 2022 - Auburn University
Bachelor of Arts (B.A.) (Psi Chi (international honor society in psychology); Kappa Sigma; Study Abroad Program 2010 - Vienna, Austria; Marching Band, Drum Line; Honors Concert Band; Steel Band)
2007 - 2012
Eric Philips Skills
- Event Planning
- Grassroots Organizing
- Great
- Management
- Microstation
- Stormwater Management
- Sales
- Sales Management
- Has Errors
- Net
Eric Philips Summary
Eric Philips, based in Alpharetta, GA, US, is currently a Financial Planner at Sugarloaf Wealth Management. Eric Philips brings experience from previous roles at Sugarloaf Wealth Management, Commonwealth Financial Network, A Better Financial Group, Inc. and J.P. Morgan Securities, LLC. Eric Philips holds a 2021 - 2022 CFP® Certification Education Program in Terry College of Business @ The University of Georgia. With a robust skill set that includes Event Planning, Grassroots Organizing, Great, Management, Microstation and more. Eric Philips has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Sugarloaf Wealth Management Employees
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Nick Schuessler
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Eric Philips
Financial Planner at Sugarloaf Wealth Management
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