Josh Phillips

Simplifying Finances for Business Owners | Empowering You to Do More of What You Value Most | DM me 👇 to start today!

Role: Financial Services Professional at New York Life
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Josh Phillips

I believe real freedom comes from owning your income, your time, and the impact you make.…

Experience

Financial Services Professional
New York Life
Jun 2025 — Present
Registered Representative offering securitiesproducts and services through NYLIFE Securities LLC,Member FINRA/SIPC, A Licensed Insurance Agency.

Education

East Central University
Master’s Degree, Education- Sports Administration
2010 — 2011
East Central University
Bachelor’s Degree, Kinesiology and Exercise Science
2006 — 2010

Skills

Teaching
Public Speaking
Social Media
Microsoft Office
Customer Service
Athletics
Sports Management
Coaching
Leadership
Microsoft Excel
Management
Higher Education
Sports

Contact information

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Work email
•••••@nyl.co
Personal email
•••••@•••••.com
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Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

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