Kevin Phillips Email & Phone Number
Senior Vice President and CERTIFIED FINANCIAL PLANNER @ Baird
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Kevin Phillips Location
- Davidson, NC, US
Kevin Phillips Work
- 2013 -now Senior Vice President and CERTIFIED FINANCIAL PLANNER @
- 2013 -now Director and CERTIFIED FINANCIAL PLANNER @
- 1990 -2013 First Vice President @ Wells Fargo Advisors
- 1985 -1990 Market Analyst @
Kevin Phillips Education
- Appalachian State University
Bachelor's degree (Finance and Insurance)
1981-1985 - West Wilkes High School 1977-1981
Kevin Phillips Skills
- Retirement Planning
- Leadership
- Retirement
- Series 7
- Series 63
- Wealth Management
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Fixed Annuities
- Asset Management
- Strategic Financial Planning
- Estate Planning
- Financial Advisory
- Securities
- FINRA
- Uniform Combined State Law
- Fixed Income
- Management
Kevin Phillips Summary
- Kevin Phillips, based in Davidson, NC, US, is currently a Senior Vice President and CERTIFIED FINANCIAL PLANNER at Robert W. Baird & Co.. Kevin Phillips brings experience from previous roles at Robert W. Baird & Co., Wells Fargo Advisors and Allstate. Kevin Phillips holds a 1981 - 1985 Bachelor's degree in Finance and Insurance @ Appalachian State University. With a robust skill set that includes Retirement Planning, Leadership, Retirement, Series 7, Series 63 and more. Kevin Phillips has 1 emails on RocketReach.
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