Phillip Berge

About Phillip Berge

My passion is educating financial journeys. As a young financial advisor, I have the time to cultivate trust and execute a strategy for multiple generations.Your neighbors\' path may have been saving for a home, a wedding, children\'s college education and then retirement. However, no path is the same, so why should your financial strategy be like your neighbor\'s?I became a financial advisor to make a difference for you, and for the generations that came before and after. I want to understand what\'s important to you. We\'ll use an established process to build personalized strategies to help you achieve your goals. We will partner with you throughout your life to help keep you on track.My relationship with you starts with our firm. I chose to join Edward Jones because I believe the firm will put my clients first throughout my career and help provide stability in an industry of constant change.When we meet, we will focus on you. We will talk through what\'s most important to you now and create a strategy for your future. If you have 15 minutes, let’s have a phone call. If you have an hour, let’s sit down in person and see how we can work towards a more secure financial future.My story:I graduated the University of Wisconsin-Madison in 2018 with a bachelor\'s degree in economics and a business certificate in entrepreneurship. I’ve been with Edward Jones for more than five years and have appreciated educating individuals on their financial literacy. My wife and I live in Shorewood with our dog. We enjoy all the restaurants, beer gardens, farmers markets and outdoor activities that the neighborhood has to offer. My two favorite activities to do during the summer are golfing and fishing. As it starts to get a little colder, I love watching Badger and Packer Football games on the instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Nov 2018 — Present · Milwaukee, WI, US

   Milwaukee, WI

Education

• University of Wisconsin-Madison

  Bachelor of Arts (BA)

  2014 — 2018

Skills

• Event Management
• Event Planning
• Customer Service
• Public Relations
• Microsoft Excel
• Microsoft Office