Savannah Phillips

Alliance Bank Financial Services

Role
Investment Advisor at Raymond James
Location
Mount Vernon, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Advisor

    Raymond James

    Jan 2020 — Present

    Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier. I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals. Officed inside Alliance Bank in downtown Mt. Vernon, Texas.

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Savannah Phillips — Investment Advisor at Raymond James in Mount Vernon, TX, US | Unifers