Philip Kessler Email & Phone Number
Managing Partner @ SWS Partners, LLC
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Philip Kessler Location
- Columbus, OH, US
Philip Kessler Work
- 2015 -now Managing Partner @
- 2014 -2015 President and CEO @ Kessler Wealth Advisors, LLC
- 2012 -2014 Wealth Management Advisor @ Merrill Lynch Wealth Management
- 2008 -2011 Vice President - Financial Advisor @
- 2005 -2008 Attorney @ Vorys Sater Seymour Pease LLP
- 1998 -2005 Attorney @ Porter Wright Morris & Arthur
Philip Kessler Education
- University of Dayton School of Law
JD (JD)
1996-1999 - University of Toledo
BA (BA, Biology)
1989-1994
Philip Kessler Skills
- Estate Planning
- Team Building
- Creative Workshops
- Mergers
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Cooking
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Wealth Management
- Floral Art
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Trusts
- Financial Analysis
- Private Equity
- Coaching
- Due Diligence
- Training Personal Development
- Mergers and Acquisitions
- Series 7
- Securities
Philip Kessler Summary
- Philip Kessler, based in Columbus, OH, US, is currently a Managing Partner at SWS Partners, LLC. Philip Kessler brings experience from previous roles at Kessler Wealth Advisors, LLC, Merrill Lynch Wealth Management, Bernstein Global Wealth Management and Vorys Sater Seymour Pease LLP. Philip Kessler holds a 1996 - 1999 JD in JD @ University of Dayton School of Law. With a robust skill set that includes Estate Planning, Team Building, Creative Workshops, Mergers, Retirement Planning and more. Philip Kessler has 3 emails and 1 mobile phone numbers on RocketReach.
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