Philip Ross Email & Phone Number
Partner and Senior Wealth Adviser @ Savant Wealth Management
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Philip Ross Location
- Oklahoma City, OK, US
Philip Ross Work
- 2026 -now Partner and Senior Wealth Adviser @
- 2019 -now Partner @
- 2012 -now Senior Wealth Manager @
- 2010 -2012 Associate Federal Tax Practice @
Philip Ross Education
- University of Oklahoma
Master of Accountancy (Accounting)
2008-2009 - University of Oklahoma - Price College of Business
B/Macc (Accounting/Finance/Entrepeneurship)
2006-2009
Philip Ross Skills
- Customer Service
- Healthcare
- Sales
- QROPS
- Retirement Planning
- Wealth Management
- Financial Planning
- Retirement
- Hp Desktops
- Corporate Law
- Legal Research
- Legal Writing
- Civil Litigation
- Investment Advisory
- Leadership
- Estate Planning
- Microsoft Office
- Management
- Investments
- Microsoft Excel
- Income Tax
- Accounting
- Finance
- Strategic Planning
- Financial Analysis
- Tax Research
- Partnership Taxation
Philip Ross Summary
- Philip Ross, based in Oklahoma City, OK, US, is currently a Partner and Senior Wealth Adviser at Savant Wealth Management. Philip Ross brings experience from previous roles at Exencial Wealth Advisors and KPMG. Philip Ross holds a 2008 - 2009 Master of Accountancy in Accounting @ University of Oklahoma. With a robust skill set that includes Customer Service, Healthcare, Sales, QROPS, Retirement Planning and more. Philip Ross has 2 emails and 1 mobile phone numbers on RocketReach.
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