Michael P Phillips
Private Wealth Advisor, Managing Director, at Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Michael P Phillips
A Private Wealth Advisory practice of Ameriprise Financial Services, LLC - Comprehensive Financial Planning - Retirement Income Planning - Investment Management - Workplace Benefits - Estate and Legacy Planning I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.NOTE: As a Registered Investment Advisor, Rule 206(4)-1 under the Investment Advisors Act of 1940 prohibits me from displaying Recommendations and Endorsements on LinkedIn.
Experience
Private Wealth Advisor, Managing Director
Ameriprise Financial Services, LLC
May 2011 — Present · Charlotte, NC, US
Education
Clarion University of Pennsylvania
M.B.A, Business Administration
2003 — 2004
Clarion University of Pennsylvania
B.S., Finance
1999 — 2003
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