Chartered Financial Consultant® (financial planning, insurance, income taxation, retirement planning, investments and estate planning)
2017 - 2018
Pepperdine Graziadio School of Business and Management
Certificate in Financial Planning
2015 - 2016
Pepperdine University
Investment Fiduciary
2006 - 2007
University of Phoenix
MBA (Finance and Financial Management Services)
2000 - 2002
The University of Georgia
BA (Political science)
1988 - 1992
Yale School of Management
Investment Management Theory & Practice
2019
Hunter Phillips Skills
Wealth Management
Portfolio Management
Investments
Investment Strategies
Alternative Investments
Investment Management
Bloomberg
Asset Managment
Tactical Asset Allocation
Model Portfolios
Hunter Phillips Summary
Hunter Phillips, based in Atlanta, GA, US, is currently a Senior Investment Advisor and Vice President at PNC Wealth Management. Hunter Phillips brings experience from previous roles at SunTrust Bank, Wachovia Wealth Management and Bank of America (Private Bank). Hunter Phillips holds a 2017 - 2018 Chartered Financial Consultant® in financial planning, insurance, income taxation, retirement planning, investments and estate planning @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments and more. Hunter Phillips has 1 emails on RocketReach.
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