T. Ray Phillips
Founder, Family Business Legacies, LLC
- Role
- Exit Planning Specialist at WestPoint Financial Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Human ResourcesView LinkedIn profile
About T. Ray Phillips
Mission -\"Helping Families in Business Prepare to \'Pass the Baton\', Define their Legacy…
Experience
Exit Planning Specialist
Jan 1996 — Present
Ownership transfer planning for privately held companies between $4m and $50m in revenue
Education
Casady High School
Diploma
1984 — 1987
The American College
Graduate Certificate, Business Succession Planning Graduate Certification
2004 — 2004
DePauw University
Bachelor of Arts - BA, Economics
DePauw University
BA, Economics
1987 — 1991
Skills
- Series 63
- Retirement
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Investment Advisory
- Small Business
- Trust Services
- Financial Analysis
- Strategic Planning
- Fixed Annuities
- Disability Insurance
- Series 7
- Business Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Sales
- Financial Planners
- Financial Advisory
- Securities
- Investments
- Estate Planning
- Wealth
- Retirement Planning
- Insurance
- Financial Services
- Life Insurance
- Finance
- Long-Term Care
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