Daniel T. Phillips
Director of Investments presso EverSource Wealth Advisors LLC
Profilo
Mr. Daniel T.
Phillips, CFA, is a Director of Investments at EverSource Wealth Advisors LLC.
Mr. Phillips was previously employed has worked in the wealth advisory and investment industry since 2012, most recently as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he was primarily responsible for developing the firm’s evidence-based investing philosophy and strategies.
He served on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
He received his undergraduate degree Bachelor of Science in Economics and Financial Analysis, Summa Cum Laude— University of Alabama at Birmingham.
Posizioni attive di Daniel T. Phillips
| Società | Posizione | Inizio |
|---|---|---|
EverSource Wealth Advisors LLC
 EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Director of Investments | 01/10/2020 |
Precedenti posizioni note di Daniel T. Phillips
| Società | Posizione | Fine |
|---|---|---|
BMSS Wesson Wealth Solutions LLC
 BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Gestore di Portafoglio-Azioni | 01/09/2020 |
Formazione di Daniel T. Phillips
| The University of Alabama | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
BMSS Wesson Wealth Solutions LLC
BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Finance |
EverSource Wealth Advisors LLC
EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Finance |
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