Stacy Phillips Email & Phone Number
Director of Financial Planning @ Four Quadrants Advisory
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Stacy Phillips Location
- Noblesville, IN, US
Stacy Phillips Work
- Director of Financial Planning @ (November 2022 - Present)
- CERTIFIED FINANCIAL PLANNER® professional and Analyst and HR @ (February 2018 - November 2022)
- Vice President Operations and General Securities Principal @ (October 2009 - February 2018)
- Agency Owner @ (April 2005 - March 2009)
- Class A PGA Professional @ (June 1998 - August 2007)
Stacy Phillips Education
- Mississippi State University
BBA (Marketing/Professional Golf Management)
1992-1996 - Indiana University Southeast 1991-1992
Stacy Phillips Skills
- 401(k) Retirement Savings Plans
- 401k Rollovers
- 529 Plans
- Analytical Skills
- Business Advisory
- Business Advisory Services
- Business Analysis
- Business Operations
- Business Overhead Expense
- Certified Financial Planner
- Client Relationship Management
- Compliance
- Customer Relationship Management (CRM)
- Customer Service
- Disability Insurance
- ETFs
- Equity Indexed Annuities
- Fee Based Accounts
- Field Supervision
- Financial Analysis
- Financial Planning
- Fixed Annuities
- Human Resources (HR)
- Indexed Universal Life Insurance
- Insurance Planning
- Investment Advisory
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Office Administration
- Project Management
- Property and Casualty Insurance
- Retirement Income Planning
- Revenue & Profit Growth
- Strategic Financial Planning
- Team Management
- Term Life Insurance
- Third Party Money Managers
- Variable Annuities
- Variable Universal Life Insurance
- Vendor Management
- Wealth Management Services
Stacy Phillips Summary
- Stacy Phillips, based in Noblesville, IN, US, is currently a Director of Financial Planning at Four Quadrants Advisory. Stacy Phillips brings experience from previous roles at Four Quadrants Advisory, Creative Planning Strategies, Allstate Insurance Company and PGA of America. Stacy Phillips holds a 1992 - 1996 BBA in Marketing/Professional Golf Management @ Mississippi State University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k Rollovers, 529 Plans, Analytical Skills, Business Advisory and more. Stacy Phillips has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Four Quadrants Advisory Employees
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Anderson, IN, US
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