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Ben Phillips, CFP, Wealth Management Advisor
       
 
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Additional information
 
Ben Phillips, CFP, Wealth Management Advisor
 
 
Overview: 

It is Ben Phillips' commitment and belief that who he is as your advisor has a substantial impact on the level of service and quality of the financial solutions he provides to clients.

By completing a personal planning analysis of your current situation, helping you prioritize your goals, and developing a workable plan, Ben Phillips will do his best to help you protect and provide for those people you care about most. Ben Phillips will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.

Education

   Columbia College: Bachelor of Science degree in Marketing

Awards and Recognition

   National Quality Award: 2004-2007
   Million Dollar Round Table Qualifying Member: 2005


 
 
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