Kevin J. Phillips, Cfp® Email & Phone Number

Greater Chicago Area

I am a Fee-Only Financial Advisor and a member of Savant Wealth Management's Advisory Team. I am responsible for managing all aspects of the financial planning and investment process for Savant’s clients. I regularly meet with clients, other advisors, portfolio managers, and financial planners, to formulate and coordinate effective planning, investment, and tax strategies.Beyond managing investments, as a financial planner and financial advisor, I work with clients on simple and complex financial planning strategies which may include: retirement planning, Roth IRA conversions, deferred compensation planning, estate planning and wealth transfer strategies, trust administration, charitable gifting strategies, college planning, 401(k) rollovers, retirement income planning, and analysis of insurance needs. Naperville, St. Charles, Geneva, Chicago, Wilmette, Hoffman Estates, and Rockford IL.

Greater Chicago Area

Provided comprehensive fee-based financial planning to include stock options, private stock ownership, investment management, retirement planning, portfolio management, education funding, and insurance. As an Investment Advisor, I assisted clients with the construction and oversight of their investment portfolios.I gained an in depth understanding of each client’s values, personal and financial goals, and within the context of a comprehensive analysis of their financial situation. Combined financial expertise, and ability to simplify life’s complexities, to help clients gain financial confidence, and expand on their understanding of how today’s decisions will affect the achievement of their future financial goals. Specialties: Investment management, Retirement planning, Retirement income planning, Portfolio management, Retirement income planning, Life insurance, Disability insurance, & Long-Term Care Insurance, College Funding, Estate Planning strategies, Tax planning strategies, and Retirement incoem strategies. In addition, I worked as a Financial Planner if clients desired a comprehensive fee-based financial plan.Offices located in Oak Brook IL, Deerfield IL, Chicago Il, & Schaumburg IL.

Greater Chicago Area

Provided comprehensive fee-based financial planning to include stock options, private stock ownership, investments, retirement, education funding, and insurance. As an Investment Advisor, I assisted clients with the construction and oversight of their investment portfolios.Serving residents of Chicago, St. Charles, Geneva, Batavia, Aurora, Wayne, Naperville, Wheaton, Warrenville, Downers Grove, Oak Brook, Darien, Bolingbrook, Lisle, Westmont, Willowbrook, Woodridge, Westchester, Hinsdale, Oak Brook Terrace, Glen Ellyn, Lombard, Elmhurst, La Grange, Willow Springs, Plainfield, Romeoville, Schaumburg, Winfield, Glendale Heights, Carol Stream, Bloomingdale, Bartlett, Joliet, South Elgin, Elgin, Arlington Heights, Glenview, Deerfield, Barrington, Palatine, Mt. Prospect, Skokie, Morton Grove Evanston, Wilmette, Winnetka, Northbrook, Glencoe, Wheeling, Buffalo Grove

Greater Chicago Area

Actively manage equity and ETF positions listed on the New York Stock Exchange, and the NASDAQ Stock Exchange. Utilize technical analysis, proprietary portfolio management, and risk management strategies to make tactical allocation decisions. Implement strategies based on long and short-tem macroeconomic trends, and single stock specific news. Train/Mentor junior traders, and work with senior traders to establish training strategies, techniques, and risk management practices.

Greater Chicago Area

Managed the risk exposure of a 7 Currency Trader’sVerified and organized executed trades, coordinated the resolution of out-trades, and confirmed positions for each trader.Communicated market prices and market conditions to investment bank clients.Projected market fluctuations based on technical analysis.Reported economic numbers and other news releases to group.

Bachelor'S Degree, Public Finance

Activities and Societies: Sigma Pi Fraternity

High School, College/University Preparatory And Advanced High School/Secondary Diploma Program

Northwestern University Certified Financial Planner ™ Certificate Program, Financial Planning And Services