T. Ray Phillips
Exit Planning Specialist @WestPoint Financial Group
Indianapolis, IN, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 1996 — Present
Exit Planning Specialist @WestPoint Financial Group
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Ownership transfer planning for privately held companies between $4m and $50m in revenue
EDUCATION
1984 — 1987
Casady High School
Diploma
2004 — 2004
The American College
Graduate Certificate, Business Succession Planning Graduate Certification
N/A
DePauw University
Bachelor of Arts - BA, Economics
1987 — 1991
DePauw University
BA, Economics
SKILLS
Series 63RetirementStrategic Financial PlanningWealth ManagementFinancial PlanningInvestment AdvisorySmall BusinessTrust ServicesFinancial AnalysisStrategic PlanningFixed AnnuitiesDisability InsuranceSeries 7Business PlanningAsset AllocationMutual FundsRisk ManagementPortfolio ManagementSalesFinancial PlannersFinancial AdvisorySecuritiesInvestmentsEstate PlanningWealthRetirement PlanningInsuranceFinancial ServicesLife InsuranceFinanceLong-Term Care
ABOUT T. RAY PHILLIPS
Mission -\"Helping Families in Business Prepare to \'Pass the Baton\', Define their Legacy…
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