Walker Phillips Email & Phone Number
Partner @ Cerity Partners
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Walker Phillips Location
- Norfolk, VA, US
Walker Phillips Work
- 2022 -now Partner @
- 2015 -2022 Portfolio Manager @ Palladium Registered Investment Advisors
- 2013 -2015 Senior Regional Sales Specialist @
- 2011 -2013 Financial Advisor @
- 2008 -2011 Financial Advisor @
- 2006 -2008 Sales @
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
- Financial Planning
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 2 mobile phone numbers on RocketReach.
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