James Phillips Email & Phone Number
Vice President, Wealth Management @ Raymond James
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James Phillips Location
- Chattanooga, TN, US
James Phillips Work
- Vice President, Wealth Management @ (February 2013 - Present)
- Vice President, Investments @ Morgan Keegan (April 2007 - February 2013)
- Vice President Investments @ First Tennessee Bank (January 2003 - January 2007)
- VP, Investment Officer @ Amsouth Bank (January 1993 - January 2002)
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
- The University of Alabama
James Phillips Skills
- Asset Management
- Equities
- Estate Planning
- Financial Advisory
- Financial Modeling
- Investment Advisory
- Investment Strategies
- Point and Figure Investment analysis
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Management
- Active Directory
- SharePoint
- Windows Server
- Microsoft SQL Server
- Troubleshooting
- C#
- Linux
- Servers
- Cloud Computing
- Integration
- Agile Methodologies
- Enterprise Architecture
- Software Development
- Unix
- TCP/IP
- Telecommunications
- Requirements Analysis
- Software Project Management
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 Certification For Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Management, Equities, Estate Planning, Financial Advisory, Financial Modeling and more. James Phillips has 1 emails and 3 mobile phone numbers on RocketReach.
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