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Kari Phillips Email & Phone Number
CERTIFIED FINANCIAL PLANNER™at Hickok & Boardman Capital Management
at
Hickok & Boardman Capital Management
1 work email found
@raymondjames.com
4 phones found area 802
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™at Hickok & Boardman Capital Management
Location
Burlington, Vermont, United States
Company size
Who is Kari Phillips? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kari Phillips is listed as CERTIFIED FINANCIAL PLANNER™at Hickok & Boardman Capital Management at Hickok & Boardman Capital Management, a company with 23 employees, based in Burlington, Vermont, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 802, and a matched LinkedIn profile for Kari Phillips.
Kari Phillips previously worked as Registered Representative, RJFS at Hickok & Boardman Capital Management. Kari Phillips holds Bachelor'S Degree, Psychology (Bachelor Of Science), Gpa: 3.53 from University Of Vermont.
Company email context
Email format at Hickok & Boardman Capital Management
This section adds company-level context without repeating Kari Phillips's masked contact details.
{first}.{last}@raymondjames.com
86% confidence
AeroLeads found 1 current-domain work email signal for Kari Phillips. Compare company email patterns before reaching out.
Profile bio
About Kari Phillips
A financial planner providing comprehensive financial planning for our high-net-worth clients. In addition to being Series 7, 66, 9, and 10 licensed, I hold the CERTIFIED FINANCIAL PLANNER™ certification.
Listed skills include Certified Financial Planner, Financial Services, Personal Financial Planning, Investments, and 2 others.
Current workplace
Kari Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Hickok & Boardman Capital Management
1 role
Kari Phillips work experience
A career timeline built from the work history available for this profile.
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Registered Representative, RjfsHickok & Boardman Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Hickok & Boardman Capital Management and Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.For important information, please see "Social Media Disclosure" link in the "Contact Info" section.
2 education records
Kari Phillips education
High School
Milton Jr./Sr. High School
FAQ
Frequently asked questions about Kari Phillips
Quick answers generated from the profile data available on this page.
What company does Kari Phillips work for?
Kari Phillips works for Hickok & Boardman Capital Management.
What is Kari Phillips's role at Hickok & Boardman Capital Management?
Kari Phillips is listed as CERTIFIED FINANCIAL PLANNER™at Hickok & Boardman Capital Management at Hickok & Boardman Capital Management.
What is Kari Phillips's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Kari Phillips at Hickok & Boardman Capital Management.
What is Kari Phillips's phone number?
AeroLeads has found 4 phone signal(s) with area code 802 for Kari Phillips at Hickok & Boardman Capital Management.
Where is Kari Phillips based?
Kari Phillips is based in Burlington, Vermont, United States while working with Hickok & Boardman Capital Management.
What companies has Kari Phillips worked for?
Kari Phillips has worked for Hickok & Boardman Capital Management.
How can I contact Kari Phillips?
You can use AeroLeads to view verified contact signals for Kari Phillips at Hickok & Boardman Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Kari Phillips attend?
Kari Phillips holds Bachelor'S Degree, Psychology (Bachelor Of Science), Gpa: 3.53 from University Of Vermont.
What skills is Kari Phillips known for?
Kari Phillips is listed with skills including Certified Financial Planner, Financial Services, Personal Financial Planning, Investments, Investment Management, and Portfolio Management.
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