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Financial Planner

At Phillips Wealth Management, you'll partner with an experienced Financial Consultant dedicated to helping you achieve your financial goals. With over 20 years of expertise in investment banking, credit analysis, and wealth management, we prioritize understanding your unique aspirations to forge a successful partnership.

LOCATION

New York City

EMPLOYMENT TYPE

Full-Time

What You’ll Do

    Engage in comprehensive financial planning to evaluate your current financial situation and develop tailored strategies. Our process begins with in-depth discussions to discover your goals, ensuring a personalized approach to wealth management and investment planning.
    Collaborate closely with our team to review and adjust your financial plans regularly, adapting to changes in your life or the market. We believe ongoing communication is key to maintaining a successful financial strategy.

Who You Are

    You are passionate about achieving financial security and committed to a proactive approach to wealth management. You value professional guidance and are eager to engage in meaningful discussions about your financial future.
    A client-focused mindset is essential, along with the willingness to build a long-term relationship with your financial consultant. We seek individuals who are open to collaboration and proactive in pursuing their financial goals.

PHONE

912-342-7373

OFFICE

1111 Glynco Parkway, Suite 36

Brunswick, GA 31525

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Investment Adviser Representative: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

 

Branch address: 1111 GLYNCO PARKWAY SUITE 36, BRUNSWICK, GA 31525

 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

 

Important Information and Form CRS | Business Continuity Plan

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