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Conrad Phillips Email & Phone Number
Planning Advisor
at
A4 Wealth Advisors, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Planning Advisor
Location
Huntersville, North Carolina, United States
Company size
Who is Conrad Phillips? Overview
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Quick answer
Conrad Phillips is listed as Planning Advisor at A4 Wealth Advisors, LLC, a company with 8 employees, based in Huntersville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Conrad Phillips.
Conrad Phillips previously worked as Financial Advisor at Dean Financial Llc and Business Development Consultant at Evolv Family Wealth. Conrad Phillips holds Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior from Walker College Of Business At Appalachian State University.
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A4 Wealth Advisors, LLC
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Profile bio
About Conrad Phillips
Conrad Phillips is a Planning Advisor at A4 Wealth Advisors, LLC.
Current workplace
Conrad Phillips's current company
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A4 Wealth Advisors, Llc
6 roles
Conrad Phillips work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Dean Financial Llc
Apr 2024 - Present
Business Development Consultant
Evolv Family Wealth is a scaled multi-family office platform dedicated to empowering advisors through a turnkey personal CFO Solution to service high and ultra-high net worth clients.If you’re looking for more capabilities and opportunities, without having to sacrifice more of your time, it’s time to Evolv your practice. We’ll help you monetize all your.
Jul 2023 - Apr 2024
Investment Advisor Representative
We help people roll their 401ks into our customized solutions managed by a team with 40 years of combined experience. We help business owners save on taxes using defined benefit and solo 401ks.
Jan 2022 - May 2023
Sales Associate
May 2021 - Aug 2021
Habtec
-Coordinated a daily schedule to go along with assigned tasks that were needed to be completed daily. -Executed strong verbal cues to ensure exact directions were followed -Performed strong listening skills to understand frustrations that my kid was having and made sure that they were heard and understood.
May 2017 - Nov 2019
Team & coworkers
Colleagues at A4 Wealth Advisors, LLC
Other employees you can reach at a4wealth.com. View company contacts for 8 employees →
LA
Lori Alge
Colleague at A4 Wealth Advisors, LlcHuntersville, North Carolina, United States, United States
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ZS
Zac Spainhour, Cfp®, Ea
Colleague at A4 Wealth Advisors, LlcHuntersville, North Carolina, United States, United States
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HF
Heather Fowler
Colleague at A4 Wealth Advisors, LlcDenver, North Carolina, United States, United States
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Lori Alge
Colleague at A4 Wealth Advisors, LlcHuntersville, North Carolina, United States, United States
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ZS
Zac Spainhour, Cfp®, Ea
Colleague at A4 Wealth Advisors, LlcHuntersville, North Carolina, United States, United States
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HF
Heather Fowler
Colleague at A4 Wealth Advisors, LlcDenver, North Carolina, United States, United States
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3 education records
Conrad Phillips education
Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior
Finance, Banking And Financial Support Services, Graduated
Education record
FAQ
Frequently asked questions about Conrad Phillips
Quick answers generated from the profile data available on this page.
What company does Conrad Phillips work for?
Conrad Phillips works for A4 Wealth Advisors, LLC.
What is Conrad Phillips's role at A4 Wealth Advisors, LLC?
Conrad Phillips is listed as Planning Advisor at A4 Wealth Advisors, LLC.
Where is Conrad Phillips based?
Conrad Phillips is based in Huntersville, North Carolina, United States while working with A4 Wealth Advisors, LLC.
What companies has Conrad Phillips worked for?
Conrad Phillips has worked for A4 Wealth Advisors, Llc, Dean Financial Llc, Evolv Family Wealth, Tactical Investment Advisors, Llc, and Lowe'S Companies, Inc..
Who are Conrad Phillips's colleagues at A4 Wealth Advisors, LLC?
Conrad Phillips's colleagues at A4 Wealth Advisors, LLC include Lori Alge, Zac Spainhour, Cfp®, Ea, and Heather Fowler.
How can I contact Conrad Phillips?
You can use AeroLeads to view verified contact signals for Conrad Phillips at A4 Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Conrad Phillips attend?
Conrad Phillips holds Bachelor Of Science In Business Administration, Finance And Financial Management Services, Senior from Walker College Of Business At Appalachian State University.
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