Corey Phillips
Financial Advisor | Strategies and Stewardship based on what\'s important to you
- Role
- Financial Advisor at Edward Jones
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Corey Phillips
Financial Advisor with Edward Jones; Adjunct Finance Professor at Presbyterian…
Experience
Financial Advisor
Oct 2011 — Present · Greenville, SC, US
Education
Thunderbird School of Global Management
Master's degree
2007 — 2008
Skills
- Series 7
- Aams
- Series 66
- Loans
- Banking
- Equities
- Life Insurance
- Insurance
- Credit Analysis
- Financial Modeling
- Small Business Lending
- Consumer Lending
- Relationship Management
- Asset Allocation
- Asset Allocation Strategies
- Asset Protection Strategies
- Estate Considerations
- Estate and Legacy Strategies
- Financial Analysis
- Financial Assessment
- Financial Strategies
- Portfolio Review
- Portfolio Strategies
- Strategic Planning
- Wealth Management
- Wealth Preservation Strategies
- Wealth Protection Strategies
- Wealth Transfer
- Wealth Strategies
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