Phillip joined Stephens Private Client Group in 2014 as a member of the firm’s wealth management analyst program, which develops and trains the firm’s next generation of consultants. Phillip says, “This is an interesting time for financial consultants as multiple generations are seeking guidance for their varied investment needs. In each client relationship, accessibility is key. I take pride in working closely with clients to assist them in reaching their financial aspirations and providing sound guidance on a multitude of decisions that directly impact their futures.”
Phillip received his Bachelor of Science in Finance with a minor in Accounting from Arkansas State University in 2012, where he was also a member of the varsity football team. He continued at the University to receive his Master of Business Administration two years later.
He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning.
An Arkansas native, Phillip is a member of The Hat Club of Little Rock, a non-profit organization that offers access to unique community services and charity events to help a number of charitable organizations.