Cory J. Phillips

About Cory J. Phillips

As a financial advisor, I work with individuals to achieve their version of financial success. My goal is to help my clients achieve their goals. Utilizing field knowledge and extensive team resources, I find the investments and plan of action needed to turn an aspiration into a plan and then reality.Whether it be retirement planning, estate planning, and much more, we will provide the right direction for our clients. My true passion is seeing others succeed and doing what’s best for others.The best way to contact me is to direct message me on LinkedIn or call the Fort Pitt Capital office at 41••••••22 and ask for me.

Experience

1. Financial Advisor

   Fort Pitt Capital Group

   Jun 2021 — Present · Green Tree, PA, US

   Ascertain client’s and prospective client’s goals and financial standing-Develop a plan to achieve financial goals-Maintain realistic expectations through the market cycle-Collaborate with team members through unique client cases-Regularly revisit financial goals and standing for continued advise

Education

• Penn State University

  Bachelor of Science, Finance and Financial Management Services

  2012 — 2016