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 @
- 2007 -2013 Vice President, Investments @ Morgan Keegan
- 2003 -2007 Vice President Investments @ First Tennessee Bank
- 1993 -2002 VP, Investment Officer @ Amsouth Bank
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
James Phillips Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Securities
- Series 7
- Financial Advisory
- Portfolio Management
- Estate Planning
- Equities
- Asset Management
- Financial Modeling
- Point and Figure Investment analysis
- 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 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 3 mobile phone numbers on RocketReach.
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