Wealth Manager
Current
Mar 2024 - Present
AeroLeads people directory · profile
George D. Phipps, Mba, Cfp® Email & Phone Number
Wealth Manager
at
Raleigh Wealth Solutions
1 work email found
@financialdirections.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Who is George D. Phipps, Mba, Cfp®? Overview
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Quick answer
George D. Phipps, Mba, Cfp® is listed as Wealth Manager at Raleigh Wealth Solutions, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at financialdirections.com and a matched LinkedIn profile for George D. Phipps, Mba, Cfp®.
George D. Phipps, Mba, Cfp® previously worked as Wealth Advisor at Financial Directions Group, Inc. and Planning and Guidance Consultant II at Fidelity Investments. George D. Phipps, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from Southern New Hampshire University.
Company email context
Email format at Raleigh Wealth Solutions
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*@financialdirections.com
68% confidence
AeroLeads found 1 current-domain work email signal for George D. Phipps, Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About George D. Phipps, Mba, Cfp®
George D. Phipps, Mba, Cfp® is a Wealth Manager at Raleigh Wealth Solutions. They possess expertise in leadership, financial advisory, powerpoint, construction management, construction drawings and 37 more skills.
Listed skills include Leadership, Financial Advisory, Powerpoint, Construction Management, and 38 others.
Current workplace
George D. Phipps, Mba, Cfp®'s current company
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7 roles
George D. Phipps, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Oct 2020 - Mar 2024
Planning And Guidance Consultant Ii
Feb 2017 - Oct 2020
Planning And Guidance Consultant I
Sep 2015 - Feb 2017
Operations Analyst
- Responsible for maintaining high quality and accurate portfolio data for 9 clients and over $4.5 billion in AUM
- Maintain portfolio accounting on multi-custodian data feeds.
- Reconcile client portfolios, maintain and update accurate cost basis data, performance calculations, and reporting
- Assisted with or took responsibility for advisor billing process and quarterly reporting
- Maintained a high level client relationships and service
- Develop process improvements and increased reporting efficiency for clients
Sep 2014 - Sep 2015
Trade Operations Analyst Associate Ii
- Responsible for the authorization and quality control of hundreds of domestic and international trades daily for timely settlement in international markets
- Daily keying and releasing of wires between institutions in excess of $1 million USD
- Experience in working with specific clients and their specialized processing requirements
- High level of proficiency in MCH, STS, FTM, GTM, Bloomberg and IMAGE trade processing platforms
- Communicating with fund groups and client service teams to solve critical issues including fund reconciliations, cash issues, overdrafts and sweep accounts
- Competent in fixed income calculations, bond processing, pricing and unitized bond servicing
Apr 2013 - Sep 2014
Heavy Equipment Operator Supervisor
- Responsible for the care and management of a 5 Soldier team; providing leadership, direction and training. Assigned as Company Master Driver, responsible for the training and licensure of nearly 200 Soldiers
- Project Manager and Mission Logistics Coordinator on two Border Patrol construction missions. Depended upon for the ordering of construction materials, budgeting equipment and fuel costs and communicating with higher.
- Involved in 10 road projects as a cut phase leader/ manager which involves reading, interpreting and executing from plans. Directing and managing large groups of soldiers to accomplish the task at hand
Mar 2003 - Sep 2012
4 education records
George D. Phipps, Mba, Cfp® education
Master Of Business Administration (M.B.A.), Finance, General
Southern New Hampshire University
Cfp® Education Program
Kaplan Professional
Bachelor Of Arts (B.A.), History
Thomas Edison State University
Architecture
Norwich University
FAQ
Frequently asked questions about George D. Phipps, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does George D. Phipps, Mba, Cfp® work for?
George D. Phipps, Mba, Cfp® works for Raleigh Wealth Solutions.
What is George D. Phipps, Mba, Cfp®'s role at Raleigh Wealth Solutions?
George D. Phipps, Mba, Cfp® is listed as Wealth Manager at Raleigh Wealth Solutions.
What is George D. Phipps, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @financialdirections.com for George D. Phipps, Mba, Cfp® at Raleigh Wealth Solutions.
Where is George D. Phipps, Mba, Cfp® based?
George D. Phipps, Mba, Cfp® is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Raleigh Wealth Solutions.
What companies has George D. Phipps, Mba, Cfp® worked for?
George D. Phipps, Mba, Cfp® has worked for Raleigh Wealth Solutions, Financial Directions Group, Inc., Fidelity Investments, Tamarac Inc., and State Street.
How can I contact George D. Phipps, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for George D. Phipps, Mba, Cfp® at Raleigh Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did George D. Phipps, Mba, Cfp® attend?
George D. Phipps, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Finance, General from Southern New Hampshire University.
What skills is George D. Phipps, Mba, Cfp® known for?
George D. Phipps, Mba, Cfp® is listed with skills including Leadership, Financial Advisory, Powerpoint, Construction Management, Construction Drawings, Financial Planning, Data Entry, and Logistics.
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