Senior Vice President
Since joining Stephens Private Client Group in 2014, Phillip focuses his practice on the holistic financial picture, giving careful consideration to clients’ financial goals, risk tolerances and personal motivations. 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 advice 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 team captain of the university’s 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 board member of the Arkansas State University System Foundation and is an avid fan of Arkansas State athletics. He is also involved in Big Brothers Big Sisters of Central Arkansas as a volunteer. Phillip and his wife, Brittany, reside in Little Rock.