Philip Wetzel
Financial Planning Associate @ Blue Trust
- Role
- Financial Planning Associate at Blue Trust
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Philip Wetzel
Senior Financial Planning student at Liberty University - Learning to integrate Biblical financial wisdom into financial planning Peer Financial Coach at the Center for Financial Literacy at Liberty University - Striving to increase the financial competency of college students Director of Finances for the LU Murph Challenge - Aiming to raise to support military veterans I am the Founder and former President of the Volleyball Club at Montco, as well as the former President of the Fellowship at Montco Club. Through these leadership roles, I developed the ability to build and lead great teams, who have been instrumental in the success of our clubs. Experience: Accounting, tax accounting, bookkeeping, wealth management, SBA loan origination, credit underwriting, portfolio management, forecasting, inventory management, financial planning, leadership, management, fundraising, options trading, budgeting, business development, sales, banking, investing.
Experience
Financial Planning Associate
May 2025 — Present · Nashville, TN, US
Education
Liberty University
Bachelor's degree, Business Administration & Data Analysis: Financial Planning
Montgomery County Community College
Associate of Science - AS, Business Administration and Management, General
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