Phil Scherer Email & Phone Number
Vice President- Wealth Management @ Raymond James
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Phil Scherer Location
- Atlanta, GA, US
Phil Scherer Work
- Vice President- Wealth Management @ (March 2026 - Present)
- Financial Advisor @ (June 2015 - January 2026)
- Student @ (August 2011 - May 2015)
- Intern at Wells Fargo Advisors @ Adecco Staffing, USA (May 2014 - August 2014)
Phil Scherer Education
- The University of Georgia
Bachelor’s Degree (Finance)
2011-2015
Phil Scherer Skills
- 401k Options
- Customer Service
- Event Planning
- Finance
- Higher Education
- IRAs
- Insurance Strategies
- Investments
- Listening
- Mathematics
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Music
- PowerPoint
- Public Speaking
- Research
- Retirement Planning
- Roth IRA
- Social Media
- Loans
- 401k Rollovers
- Nonprofits
- Insurance Solutions
- Financial Analysis
Phil Scherer Summary
- Phil Scherer, based in Atlanta, GA, US, is currently a Vice President- Wealth Management at Raymond James. Phil Scherer brings experience from previous roles at Wells Fargo Advisors, University of Georgia and Adecco Staffing, USA. Phil Scherer holds a 2011 - 2015 Bachelor’s Degree in Finance @ The University of Georgia. With a robust skill set that includes 401k Options, Customer Service, Event Planning, Finance, Higher Education and more. Phil Scherer has 1 emails and 1 mobile phone numbers on RocketReach.
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