Phil Dortch
Wealth Advisor, Principal @Aspire Private Wealth Counsel
Knoxville, TN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2016 — Present
Wealth Advisor, Principal @Aspire Private Wealth Counsel
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EDUCATION
2006
The Wharton School
(CIMA®) Certified Investment Management Analyst®|IWI (formerly IMCA)
2014
The University of Chicago Booth School of Business
(CPWA®) Certified Private Wealth Advisor®|IWI (formerly IMCA)
1978 — 1982
University of Tennessee, Knoxville
Bachelor of Science (BS), Finance
SKILLS
Second Opinion ServicesStrategic PlanningPortfolio Design and ManagementBusiness Succession PlanningWealth Management and Coaching
ABOUT PHIL DORTCH
Phil Dortch has more than 3 decades in professional advisory roles in Public Accounting…
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