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Steven Phillips

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Steven Phillips

Managing Director - Investments | Benjamin F. Edwards

Birmingham, Alabama, United States

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Steven Phillips

Summary

Steven Phillips is a seasoned finance professional with over a decade of experience in investment management. As the Managing Director of Investments at Benjamin F. Edwards & Company, he specializes in alternative investments, asset allocation, and wealth management, demonstrating a strong command of portfolio management and retirement planning. His educational background includes a Bachelor of Science in Marketing from Auburn University, which complements his analytical skills in the financial sector. Steven is known for his strategic approach to investment, navigating risks and opportunities in the market. His role requires not only a deep understanding of securities but also the ability to communicate complex financial concepts to clients. He is committed to providing tailored investment strategies that align with client goals. Outside of his professional life, Steven is likely interested in the evolving landscape of financial regulations and market trends, which may influence his investment strategies. He brings a wealth of knowledge and experience to his role, making him a valuable asset in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Steven Phillips

Work Experience

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Managing Director - Investments at

Benjamin F. Edwards

April 2013 - Present

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Steven Phillips

Education

Auburn University, Bachelor Of Science - Bs

January 1983 - January 1985

Frequently Asked Questions about Steven Phillips

What is Steven Phillips email address?

Steven Phillips's primary email address is ***************@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Phillips work for?

Steven Phillips is a Managing Director - Investments at Benjamin F. Edwards, a company specializing in Functions related to depository banking.

Where Steven Phillips graduated from?

Steven Phillips holds a degree in Marketing from Auburn University.

How can I directly contact Steven Phillips?

To contact Steven Phillips directly, you can use the email address ***************@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.

Who is Steven Phillips?

Steven Phillips is a seasoned finance professional with over a decade of experience in investment management. As the Managing Director of Investments at Benjamin F. Edwards & Company, he specializes in alternative investments, asset allocation, and wealth management, demonstrating a strong command of portfolio management and retirement planning. His educational background includes a Bachelor of Science in Marketing from Auburn University, which complements his analytical skills in the financial sector. Steven is known for his strategic approach to investment, navigating risks and opportunities in the market. His role requires not only a deep understanding of securities but also the ability to communicate complex financial concepts to clients. He is committed to providing tailored investment strategies that align with client goals. Outside of his professional life, Steven is likely interested in the evolving landscape of financial regulations and market trends, which may influence his investment strategies. He brings a wealth of knowledge and experience to his role, making him a valuable asset in the financial industry.

Steven`s contact details

mail

***************@benjaminfedwards.com

Colleagues

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Nick Barlotta

Branch Manager, Senior Vice President - Investments

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Nicole Avery-Young

Branch Relationship Administrator - Associate Vice President

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Steven Perry

Financial Consultant/ Branch Manager/Senior Vice President Investments

Cfp Peter Tampellini

Senior Vice President - Investments

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Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

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Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

Frances Williams

Vice President Investments, Co-Branch Manager

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