Dawn Phillips Email & Phone Number

Greater Grand Rapids, Michigan Area

Caledonia, Mi 49316

Holland, Mi

Through the process of discovery, analysis, and presentation, I will help you develop a road map, a flexible financial strategy. That strategy will be designed to minimize risk and maximize your financial potential, and can be changed if need be in the future to adapt to your life goals with ongoing monitoring. Specialties: Retirement Planning, asset allocation, cash flow analysis, investment recommendations and professional account management for individual investors.

Hudsonville, Mi

As the Branch Office Administrator, I communicated frequently with Vision Financial clients on a multitude of administrative matters, executing portfolio trades, and managing various business systems and processes. I also met with my own clients helping them identify cost effective and consistent investment options for their portfolios.

In this position, I acted as a client relationship manager, mining leads for the Financial Advisor from customers who frequented the bank and looking for leads via client accounts and requests.

Education record

Education record