Philip Bailey's Location
Pinehurst, NC, US
Philip Bailey's Work
- Independent Branch Leader @ Charles Schwab
- Financial Advisor @ PFS Pottle Financial Services
- Financial Advsior @ Delta Financial
- Financial Advisor @ AG Edwards
Philip Bailey's Education
- Wofford College
BA
1992 - 1997 - Duke University
Executive Certificate (Certified Financial Planning)
2005 - 2006 - Carlisle School
Philip Bailey's Skills
- Investment Management
- Personal Financial Planning
- Risk Management
- Retirement Planning
- Investment Advisory
- Investments
- Finance
- Retirement
- Series 7
- Wealth Management
Philip Bailey's Summary
Philip Bailey, based in Pinehurst, NC, US, is currently a Independent Branch Leader at Charles Schwab, bringing experience from previous roles at PFS Pottle Financial Services, Delta Financial and AG Edwards. Philip Bailey holds a 1992 - 1997 BA @ Wofford College. With a robust skill set that includes Investment Management, Personal Financial Planning, Risk Management, Retirement Planning, Investment Advisory and more, Philip Bailey contributes valuable insights to the industry. Philip Bailey has 3 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Philip Bailey you were looking for?
Find contact details for 700 million professionals.
Others Named Philip Bailey
-
22
-
View
Philip Bailey
Chief Financial Officer at Michael Butler Entertainment, Hair Company 2019, LLC Intrafi, Inc.
California, United States21 -
1
-
1
-
1
Top Charles Schwab Employees
-
ViewOmar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
View
Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US5+5+ -
View
Clyde Langley
Managing Director - Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US14 -
13
-
15
-
4
-
ViewKara Suro
Managing Director, Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US44 -
11
-
11
-
35
-
View
Peter Crawford
Chief Financial Officer, Executive Vice President -- Finance at Charles Schwab
San Francisco, CA, US32 -
View
Michael Schwartz
Managing Director, Software Development & Engineering at Charles Schwab
San Francisco, California, United States5+5+ -
View
Michael Hecht
SVP, Corporate Development, Planning and Strategy at Charles Schwab
Alamo, California, United States32 -
21
-
ViewCatherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States25+ -
View
Jonathan Craig
Managing Director, Head of Investor Services and Marketing at Charles Schwab
San Francisco, CA, US35+ -
43
-
5+5+
-
23
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
