Scott Phillips
Wealth Management Advisor
- Role
- Wealth Management Advisor--estate & Business Planning Specialist at Northwestern Mutual
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Scott Phillips
I am a Wealth Management Advisor with Northwestern Mutual (NM)). Prior to becoming an…
Experience
Wealth Management Advisor--estate & Business Planning Specialist
Jan 2002 — Present
Using my legal and accounting background and dedicated training as an Estate & Business Planning Specialist, I help individuals and businesses with comprehensive financial planning. I start with understanding your situations and needs, then design and implement a plan to provide a lifetime of financial security.
Skills
- Business Planning
- Estate Law
- Leadership
- Management
- Team Building
- Risk Management
- Insurance
- Retirement Planning
- Financial Modeling
- Business Strategy
- Financial Advisory
- Series 63
- Wealth Management
- Financial Analysis
- Strategic Financial Planning
- Business Analysis
- Disability Insurance
- Securities
- Public Speaking
- Estate Planning
- Sales
- Life Insurance
- Finance
- Portfolio Management
- Start-Ups
- Financial Reporting
- Strategic Planning
- Needs Analysis
- Investments
- Strategy
- Entrepreneurship
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.