Eric Philips, Cfp® Email and Phone Number
duluth, georgia, united states
Eric Philips, Cfp®'s Location
Alpharetta, Georgia, United States, United States
Eric Philips, Cfp®'s Contact Details
Eric Philips, Cfp® work email
- Valid
- Valid
- Valid
Eric Philips, Cfp® personal email
n/a
About Eric Philips, Cfp®
Eric Philips, Cfp® is a Associate Financial Planner at Sugarloaf Wealth Management, LLC at Sugarloaf Wealth Management. He possess expertise in civil engineering, autocad, surveying, project management, drainage and 17 more skills.
Eric Philips, Cfp®'s Current Company Details
Sugarloaf Wealth Management
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Associate Financial Planner at Sugarloaf Wealth Management, LLC
duluth, georgia, united states
- Website:
- swmllc.com
- Employees:
- 11
Eric Philips, Cfp® Work Experience Details
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Associate Financial PlannerSugarloaf Wealth Management Jun 2024 - PresentDuluth, Georgia, United States
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Financial AdvisorCommonwealth Financial Network Jul 2023 - Feb 2024Securities 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. -
Financial AdvisorA Better Financial Group, Inc. Jul 2023 - Feb 2024Alpharetta, Georgia, United States -
Financial AdvisorJ.P. Morgan Securities, Llc Jul 2022 - Jun 2023
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Private Client Banker, Assistant Vice PresidentJpmorgan Chase Bank, N.A. Jul 2021 - Jul 2022Columbus, Ohio Metropolitan Area -
Account ManagerNease, Lagana, Eden & Culley Dec 2019 - Jul 2021Atlanta, 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 -
Trader, Business Analyst, Registered Client Service RepresentativeLindner Capital Advisors, Inc. Jun 2018 - Dec 2019Marietta, 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 -
Client Services AssociateJoyn Oct 2016 - May 2018Atlanta, 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 -
Registered RepresentativeWells Fargo Advisors Jan 2016 - Aug 2016Marietta, Ga● Prospected high net-worth clients for private banking, brokerage, and insurance needs● Averaged $185K per month in booked investment referrals -
BankerWells Fargo May 2015 - Aug 2016Marietta, 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 -
Financial AdvisorEdward Jones Feb 2014 - Mar 2015Douglasville, 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 -
Engineer TechnicianA. P. C. And E. Co., Inc. Aug 2012 - Feb 2014
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Nancy Miester Campaign Development ManagerMultilateral Motions Consulting, Llc Sep 2013 - Nov 2013Buckhead, 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
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Development InternYoung Americans For Liberty May 2012 - Aug 2012Washington 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 -
Chapter PresidentYoung Americans For Liberty May 2011 - May 2012Auburn, 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
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Alabama College Out-Reach Director, 3Rd Congressional District Coordinator, And Auburn Team CaptainPresidential Campaign Committee Nov 2011 - Aug 2012Auburn, 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
Eric Philips, Cfp® Skills
Civil Engineering
Autocad
Surveying
Project Management
Drainage
Construction
Sales Management
Stormwater Management
Engineering
Microsoft Office
Microstation
Grassroots Organizing
Government
Public Speaking
Management
Event Planning
Proposal Writing
Research
Customer Service
Training
Strategic Planning
Leadership
Eric Philips, Cfp® Education Details
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Psychology -
Terry College Of Business
Frequently Asked Questions about Eric Philips, Cfp®
What company does Eric Philips, Cfp® work for?
Eric Philips, Cfp® works for Sugarloaf Wealth Management
What is Eric Philips, Cfp®'s role at the current company?
Eric Philips, Cfp®'s current role is Associate Financial Planner at Sugarloaf Wealth Management, LLC.
What is Eric Philips, Cfp®'s email address?
Eric Philips, Cfp®'s email address is er****@****ase.com
What schools did Eric Philips, Cfp® attend?
Eric Philips, Cfp® attended Auburn University, The University Of Georgia.
What skills is Eric Philips, Cfp® known for?
Eric Philips, Cfp® has skills like Civil Engineering, Autocad, Surveying, Project Management, Drainage, Construction, Sales Management, Stormwater Management, Engineering, Microsoft Office, Microstation, Grassroots Organizing.
Who are Eric Philips, Cfp®'s colleagues?
Eric Philips, Cfp®'s colleagues are Preston Henry, Christina Rodriguez, Jessica Jones, Irina Uncu, M.s, Gina Buice.
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