James Phillips Email & Phone Number

Vice President, Wealth Management @ Raymond James

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James Phillips Location

Chattanooga, TN, US

James Phillips Work

2013 - now Vice President, Wealth Management @ Raymond James
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2007 - 2013 Vice President, Investments @ Morgan Keegan
2003 - 2007 Vice President Investments @ First Tennessee Bank

1993 - 2002 VP, Investment Officer @ Amsouth Bank

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James Phillips Education

College for Financial Planning
(Certification For Financial Planning)
2012 - 2013
University of Tennessee
Bachelor of Science (BS) (Economics)
1987 - 1991
Notre Dame High School

University of Alabama

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James Phillips Skills

Retirement Planning
Wealth Management
Investment Advisory

Retirement
Strategic Financial Planning
Investment Strategies
Securities
Series 7
Financial Advisory
Portfolio Management

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James Phillips Summary

James Phillips, based in Chattanooga, TN, US, is currently a Vice President, Wealth Management at Raymond James. James Phillips brings experience from previous roles at Morgan Keegan, First Tennessee Bank and Amsouth Bank. James Phillips holds a 2012 - 2013 College for Financial Planning. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Retirement, Strategic Financial Planning and more. James Phillips has 1 emails and 2 mobile phone numbers on RocketReach.

James Phillips Emails

Found 1 emails

@raymondjames.com

James Phillips Phone Numbers

Found 4 phone numbers

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