Wealth Advisor
Current
Feb 2024 - Present
AeroLeads people directory · profile
Christopher Phillips, Cfa, Mba Email & Phone Number
Wealth Advisor at TrueWealth Advisors, LLC
at
TrueWealth Advisors, LLC
1 work email found
@earthlink.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at TrueWealth Advisors, LLC
Location
Birmingham, Alabama, United States
Company size
Who is Christopher Phillips, Cfa, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Christopher Phillips, Cfa, Mba is listed as Wealth Advisor at TrueWealth Advisors, LLC at TrueWealth Advisors, LLC, a company with 3 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at earthlink.net and a matched LinkedIn profile for Christopher Phillips, Cfa, Mba.
Christopher Phillips, Cfa, Mba previously worked as Wealth Advisor at Truewealth Advisors, Llc and Director of Advisory Investments at National Broker Dealer. Christopher Phillips, Cfa, Mba holds Master Of Business Administration - Mba from University Of Alabama, Manderson Graduate School Of Business.
Company email context
Email format at TrueWealth Advisors, LLC
This section adds company-level context without repeating Christopher Phillips, Cfa, Mba's masked contact details.
*@earthlink.net
68% confidence
AeroLeads found 1 current-domain work email signal for Christopher Phillips, Cfa, Mba. Compare company email patterns before reaching out.
Profile bio
About Christopher Phillips, Cfa, Mba
Christopher Phillips, Cfa, Mba is a Wealth Advisor at TrueWealth Advisors, LLC at TrueWealth Advisors, LLC. He possess expertise in investments, series 7, mutual funds, asset allocation, portfolio management and 12 more skills.
Listed skills include Investments, Series 7, Mutual Funds, Asset Allocation, and 13 others.
Current workplace
Christopher Phillips, Cfa, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Truewealth Advisors, Llc
7 roles
Christopher Phillips, Cfa, Mba work experience
A career timeline built from the work history available for this profile.
Director Of Advisory Investments
National Broker Dealer
Oversee all aspects of investment research and analysis to support financial advisors in the field. Set and lead Investment Committee agendas/meetings in our efforts to deal with current portfolio management and investment research projects. Serve as portfolio manager on two internally managed investment advisory models (8 strategies under passive ETF.
Jan 2016 - Sep 2024
Director Of Business Development, Portfolio Manager
National Broker Dealer
Provide tools, resources, and support for the 1000+ independent financial advisors we serve throughout the country. Provide support in regards to both practice management and investment management needs, as well as, develop and manage an internally constructed mutual fund wrap program.
May 2011 - Dec 2015
Financial Advisor
Sep 2010 - Apr 2011
Financial Advisor
Oct 2007 - Jul 2010
Institutional Investment Analyst
Jan 2006 - Sep 2007
Financial Analyst / Investment Consultant
Highland Associates
Oct 2001 - Dec 2005
Team & coworkers
Colleagues at TrueWealth Advisors, LLC
Other employees you can reach at truewealthllc.com. View company contacts for 3 employees →
BM
Berry Marshall, Cfp®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
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PM
Paul Marks, Cfp® Crps®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
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DJ
Daniel Jones, Cfp®, Crpc®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
View →
MK
Mary Katherine Calderini
Colleague at Truewealth Advisors, LlcPelham, Alabama, United States, United States
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Berry Marshall, Cfp®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
View →
PM
Paul Marks, Cfp® Crps®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
View →
DJ
Daniel Jones, Cfp®, Crpc®
Colleague at Truewealth Advisors, LlcBirmingham, Alabama, United States, United States
View →
MK
Mary Katherine Calderini
Colleague at Truewealth Advisors, LlcPelham, Alabama, United States, United States
View →
2 education records
Christopher Phillips, Cfa, Mba education
Master Of Business Administration - Mba
University Of Alabama, Manderson Graduate School Of Business
Bachelor Of Science - Bs, Finance, General
FAQ
Frequently asked questions about Christopher Phillips, Cfa, Mba
Quick answers generated from the profile data available on this page.
What company does Christopher Phillips, Cfa, Mba work for?
Christopher Phillips, Cfa, Mba works for TrueWealth Advisors, LLC.
What is Christopher Phillips, Cfa, Mba's role at TrueWealth Advisors, LLC?
Christopher Phillips, Cfa, Mba is listed as Wealth Advisor at TrueWealth Advisors, LLC at TrueWealth Advisors, LLC.
What is Christopher Phillips, Cfa, Mba's email address?
AeroLeads has found 1 work email signal at @earthlink.net for Christopher Phillips, Cfa, Mba at TrueWealth Advisors, LLC.
Where is Christopher Phillips, Cfa, Mba based?
Christopher Phillips, Cfa, Mba is based in Birmingham, Alabama, United States while working with TrueWealth Advisors, LLC.
What companies has Christopher Phillips, Cfa, Mba worked for?
Christopher Phillips, Cfa, Mba has worked for Truewealth Advisors, Llc, National Broker Dealer, Ameriprise Financial, Morgan Stanley, and Regions Financial Corporation.
Who are Christopher Phillips, Cfa, Mba's colleagues at TrueWealth Advisors, LLC?
Christopher Phillips, Cfa, Mba's colleagues at TrueWealth Advisors, LLC include Berry Marshall, Cfp®, Paul Marks, Cfp® Crps®, Daniel Jones, Cfp®, Crpc®, and Mary Katherine Calderini.
How can I contact Christopher Phillips, Cfa, Mba?
You can use AeroLeads to view verified contact signals for Christopher Phillips, Cfa, Mba at TrueWealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Christopher Phillips, Cfa, Mba attend?
Christopher Phillips, Cfa, Mba holds Master Of Business Administration - Mba from University Of Alabama, Manderson Graduate School Of Business.
What skills is Christopher Phillips, Cfa, Mba known for?
Christopher Phillips, Cfa, Mba is listed with skills including Investments, Series 7, Mutual Funds, Asset Allocation, Portfolio Management, Asset Management, 401K, and Financial Analysis.
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