Walker Phillips Email & Phone Number

Partner @ Cerity Partners

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Walker Phillips Location

Norfolk, VA, US

Walker Phillips Work

2022 - now Partner @ Cerity Partners
2015 - 2022 Portfolio Manager @ Palladium Registered Investment Advisors
2013 - 2015 Senior Regional Sales Specialist @ Ivy Investments
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2011 - 2013 Financial Advisor @ Wells Fargo Advisors
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2008 - 2011 Financial Advisor @ Morgan Stanley
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2006 - 2008 Sales @ The Autobarn of Evanston
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Walker Phillips Education

McPherson College
Associate of Technology (Automotive Restoration)
2002 - 2004
The University of Kansas
Bachelor of Fine Arts (Industrial Design)
1997 - 2002

Walker Phillips Skills

Investments
Management
New Business Development

Strategic Planning
Wealth Management
B2B
Asset Allocation
Fixed Income
Investment Management
Equities

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Walker Phillips Summary

Walker Phillips, based in Norfolk, VA, US, is currently a Partner at Cerity Partners. Walker Phillips brings experience from previous roles at Palladium Registered Investment Advisors, Ivy Funds, Wells Fargo Advisors and Morgan Stanley Smith Barney. Walker Phillips holds a 2002 - 2004 Associate of Technology in Automotive Restoration @ McPherson College. With a robust skill set that includes Investments, Management, New Business Development, Strategic Planning, Wealth Management and more. Walker Phillips has 2 emails and 1 mobile phone numbers on RocketReach.

Walker Phillips Emails

Found 2 emails

Walker Phillips Phone Numbers

Found 5 phone numbers

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