Ty Phillippi
Stratega di mercato presso McKinley Carter Wealth Services, Inc.
Profilo
Mr. Tyrone C.
Phillippi is a Director of Wealth Management & Regional Director at McKinley Carter Wealth Services, Inc. He is focused on growing the Dayton region and finding new opportunities for the firm throughout the Buckeye State.
He leads the Dayton advisory team which serves clients in 27 different states.
Additionally, Mr. Phillippi serves as director of Wealth Management, working with the executive team to further integrate and enhance technology offerings to support the firm’s wealth management advisory services.
Mr. Phillippi was employed as a President by LifePlan Financial Group, Inc. and a Chairman & President by Financial Planning Association.
He received his Bachelor of Science in Financial Services degree from Wright State University (Ohio).
Posizioni attive di Ty Phillippi
| Società | Posizione | Inizio |
|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Stratega di mercato | 01/09/2020 |
Precedenti posizioni note di Ty Phillippi
| Società | Posizione | Fine |
|---|---|---|
LifePlan Financial Group, Inc.
 LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Presidente | 01/09/2020 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Formazione di Ty Phillippi
| Wright State University (Ohio) | 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 | 3 |
|---|---|
LifePlan Financial Group, Inc.
LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
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