Eric Philips, Cfp® Email & Phone Number

Duluth, Georgia, United States

Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org www.sipc.org, a Registered Investment Adviser. A Better Financial Group, Inc. | 2650 Holcomb Bridge Rd., Bldg. 650, Alpharetta, GA 30022 | Phone: (770) 992-2238 The financial advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Alpharetta, Georgia, United States

Columbus, Ohio Metropolitan Area

Atlanta, Georgia, United States

● Coordinated with case design, underwriter and producer to facilitate presentations and prepared applications to bind life insurance policies for high-net-worth and ultra-high-net-worth clients● Resolved problems for clients and producers such as software and website issues, negotiated rates with underwriting and tailored solutions through high-quality customer service and support

Marietta, Ga

● Administer trades at Fidelity, National Financial Services, TD Ameritrade, Charles Schwab, First Clearing● Assist Portfolio Management with analyzing and rebalancing assets for ~2,000 accounts with average values of $230K (trimonthly/as needed)● Manage database and company training for CRM software● Organize meetings with department heads, develop business processes and integrate with CRM software● Prepare and process account applications, account transfers, and contributions

Atlanta, Ga

● Facilitated recurring meetings for 10 advisor teams to review, maintain, and enhance books of business—AUM ranging from $1MM to $10MM per household● Assisted with financial planning data entry and accurately executed securities transactions as directed● Scheduled client appointments, assisted with client communications, and followed up on tasks as needed● Prepared gain/loss reports, performance reports, custom balance sheets, and tax documents for client appointments and review

Marietta, Ga

● Prospected high net-worth clients for private banking, brokerage, and insurance needs● Averaged $185K per month in booked investment referrals

Marietta, Georgia

● Assisted consumer and business clients with identifying products and services that best suit their financial needs through exceptional communication, problem solving skills, and comprehensive financial reviews● Maintained expertise of product and service offerings in order to make appropriate recommendations to clients● Achieved top 5 percentile for approved credit applications, loan volume, and sales in the Metro Atlanta Area for Q4 2015

Douglasville, Ga

● Temporary lead advisor over assets totaling $100MM for 7 branches in transition, without a lead advisor● Received the Triple Crown Award—exceeding levels of referrals, money dues, appointments, and commissions● Achieved the Most Phone Numbers Award for my training class during Field Foundations—two weeks of prospecting our target market for phone numbers and quality contacts● Maintained contact with 25 existing and prospective clients daily

Buckhead, Ga

● Composed donor letters and contribution forms for 200 prospects● Reviewed the income of both prospective and existing campaign donors● Called approximately 50 existing and prospective donors daily● Initiated the development and management of a donor database

Washington D.C.

● Contacted 2,500 donors and prospects to build rapport, schedule visits, and ask for contributions● Researched donors’ vocation, their companies’ liquidity, and their contributions towards various organizations● Developed and managed donor databases, processing gifts of $15,000 daily

Auburn, Al

● Featured on NBC channel 38, NBC affiliate in Columbus, GA, and in USA Today national news publication● Organized fundraising events for Wounded Warriors, Four Paws, Lee County Humane Society, East Alabama Food Bank, Salvation Army, and the Little Tree Preschool● Organized a southeastern regional convention with nationally known speakers and over 100 attendees; fundraised $2,000 for the event with donor letters, phone calls, and selling sponsorship packages

Auburn, Al

● Appeared as a guest on “The Stossel Show”—a nationally broadcasted show on Fox News and Fox Business● Authored articles published in the Opelika-Auburn News—the main newspaper for the city of Opelika and Auburn—and articles published in The Plainsman—the University newspaper● Organized statewide training sessions on how to canvass door-to-door and on the phone

Bachelor Of Arts (B.A.), Psychology

Activities and Societies: Psi Chi (international honor society in psychology); Kappa Sigma; Study Abroad Program 2010 - Vienna, Austria.

Cfp® Certification Education Program, Terry College Of Business

CFP Board-registered educational program