Mark Phillips

Mark Phillips Email and Phone Number

Executive Vice President and Financial Advisor 72Capital Wealth Management @ Seventy2 Capital Wealth Management
bethesda, maryland, united states
Mark Phillips's Location
Westport, Connecticut, United States, United States
Mark Phillips's Contact Details

Mark Phillips personal email

n/a

Mark Phillips phone numbers

About Mark Phillips

I began my career in the financial services industry in 1991. I pride myself on delivering personalized investment planning services to clients and small businesses from all over the country. It is my focus to help build wealth, achieve goals and deliver the appropriate channels to achieve these goals that my clients and their families deserve. In no specific order I assist clients with retirement planning, education funding, and helping create diversified portfolios which provide both income and growth. As a Financial Advisor with 72Captital I can also offer insurance and annuities.This information is intended for use by residents of CA, CT, DE, FL, ID, IN, MA, ME, MO, MS, NJ, NV, NY, OH, OK, OR, SC, TN, TX, and VA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Mark Phillips's Current Company Details
Seventy2 Capital Wealth Management

Seventy2 Capital Wealth Management

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Executive Vice President and Financial Advisor 72Capital Wealth Management
bethesda, maryland, united states
Website:
seventy2capital.com
Employees:
24
Mark Phillips Work Experience Details
  • Seventy2 Capital Wealth Management
    Executive Vice President And Financial Advisor
    Seventy2 Capital Wealth Management Jun 2024 - Present
    Westport, Ct
    View
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Mar 2014 - Jun 2024
    Westport, Connecticut
    View
  • Morgan Stanley
    First Vice President, Financial Advisor
    Morgan Stanley Mar 2007 - Mar 2014
    View
  • Smith Barney
    Vice President, Financial Advisor
    Smith Barney 1991 - 2007
    View

Mark Phillips Skills

Investments

Mark Phillips Education Details

  • University Of Delaware
    University Of Delaware
    History
  • Ridgewood High School
    Ridgewood High School

Frequently Asked Questions about Mark Phillips

What company does Mark Phillips work for?

Mark Phillips works for Seventy2 Capital Wealth Management

What is Mark Phillips's role at the current company?

Mark Phillips's current role is Executive Vice President and Financial Advisor 72Capital Wealth Management.

What is Mark Phillips's email address?

Mark Phillips's email address is ma****@****ley.com

What is Mark Phillips's direct phone number?

Mark Phillips's direct phone number is +131487*****

What schools did Mark Phillips attend?

Mark Phillips attended University Of Delaware, Ridgewood High School.

What skills is Mark Phillips known for?

Mark Phillips has skills like Investments.

Who are Mark Phillips's colleagues?

Mark Phillips's colleagues are David Holdsworth, Steve Otten, Cfp®, Crpc®, Ashton Grewe, Rubin Joseph, Ryan Gutowski, Cfp®, Kevin J Shultis, Cima®, Sanjay Lindsay.

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