Phil Day Email & Phone Number
Estate Planning Specialist @ Fisher Investments
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Phil Day Location
- Florida, United States
Phil Day Work
- 2022 -now Estate Planning Specialist @
- 2005 -2022 Attorney and Certified Public Accountant and Certified Financial Planner @ Law Offices of Phillip Day, PL
- 2010 -2020 Financial Planner @ Avantax
- 2003 -2005 Senior Financial Planner @
- 2001 -2003 Chief Financial Officer @ Bama Sea Products
- 1997 -2001 Attorney @
- 1996 -1997 Tax Associate @
- 1989 -1990 Assistant Buyer @
Phil Day Education
- University of Florida - Fredric G. Levin College of Law
LL.M. (Tax Law)
1995-1996 - Indiana University Robert H. McKinney School of Law
JD (Law)
1992-1995 - Vanderbilt University - Owen Graduate School of Management
MBA (Accounting / MIS)
1990-1992 - Duke University
BA (Economics)
1985-1989
Phil Day Skills
- Personal Financial Planning
- Life Insurance
- Retirement Planning
- Legal Research
- Trusts
- Wealth
- Investment Advisory
- Income Tax
- Research
- Tax
- Retirement
- Long Term Care Insurance
- Business Strategy
- Personal Financial
- Legal Writing
- Business Planning
- Fixed Annuities
- Purchasing
- Disability Insurance
- Trademarks
- Strategic Planning
- Estate Planning
- Copyright Law
- Variable Annuities
- Internet
- Wills
Phil Day Summary
- Phil Day, based in Florida, United States, is currently a Estate Planning Specialist at Fisher Investments. Phil Day brings experience from previous roles at Law Offices of Phillip Day, PL, Avantax, Wachovia and Bama Sea Products. Phil Day holds a 1995 - 1996 LL.M. in Tax Law @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes Personal Financial Planning, Life Insurance, Retirement Planning, Legal Research, Trusts and more. Phil Day has 2 emails and 1 mobile phone numbers on RocketReach.
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