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Steven Phillips
Steven Phillips
Managing Director - Investments | Benjamin F. Edwards
Birmingham, Alabama, United States
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.
Steven Phillips
Work Experience
Managing Director - Investments at
Benjamin F. Edwards
April 2013 - Present
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
***************@benjaminfedwards.com
Colleagues
Branch Manager, Senior Vice President - Investments
Branch Relationship Administrator - Associate Vice President
Financial Consultant/ Branch Manager/Senior Vice President Investments
Senior Vice President - Investments
Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®
Vice President, Financial Advisor at Benjamin F Edwards & Co
Associate Vice President - Internal Branch Development Coordinator
Managing Director-Investments
Managing Director – Investments, Financial Advisor
Vice President Investments, Co-Branch Manager