Alexander J. Phillips
Financial Advisor helping individuals and business owners to create, build, and preserve wealth
- Role
- Finacial Services Professional at NYLIFE Securities LLC
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
About Alexander J. Phillips
Simplest Financial Solutions Make the Biggest DifferenceOnly people who do not like math call it complex. Anyone who has studied it in depth knows it is simple and even beautiful. All it takes is the right teacher to reveal that clarity.The same is true of finances. People often get overwhelmed by numbers and jargon, but money is not just statistics and charts. A strong financial foundation should be clear and easy to understand, and that is what a great teacher can provide.I help my clients see the unexpected simplicity in creating a sound strategy. It starts with you, your story, your goals, and your hopes for the future, and becomes an action plan you feel confident about.With my Math and Physics background from Hartwick College, I thrive on details but specialize in making them simple and practical. If you want to protect your family’s future without getting lost in confusing solutions, I am here to guide you. Every problem has a straightforward solution.Let’s find yours. Book a call with me today: https://calendly.com/ajphillips-nyl/lets-get-connectedI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Praesidium Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Praesidium Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or Waterside DriveSuite 1500Norfolk, VA 23510B: 75••••••90T: 75••••••57CA Lic#42•••51
Experience
Finacial Services Professional
Jun 2023 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
Wayne Central High School
Advanced Regents Diplomia
2009 — 2013
Hartwick College
Bachelor’s Degree, Physics/ Mathematics
2013 — 2017
The American College of Financial Services
Financial Planning and Services
2023 — 2025
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