Megan Phillips

Megan Phillips Email and Phone Number

Owner @ Battle Born Wine
Minden, NV, US
Megan Phillips's Location
Minden, Nevada, United States, United States
About Megan Phillips

I am passionate about serving people and working in a team. In my role I have been able to utilize both my personal and professional skills in Finance as well as my knowledge of Investments and insurance, in order to advise clients on a multitude of financial matters: retirement, Financial Services, life insurance, business succession, wealth accumulation and long-term care planning. My goal is always to exceed my clients expectations by delivering exceptional service that builds trust and a lasting relationship with them. My primary objective is to help make a difference for my clients

Megan Phillips's Current Company Details
Battle Born Wine

Battle Born Wine

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Owner
Minden, NV, US
Website:
battlebornwine.com
Employees:
4
Megan Phillips Work Experience Details
  • Battle Born Wine
    Owner
    Battle Born Wine
    Minden, Nv, Us
    View
  • D.A. Davidson Companies
    Crpc®, Senior Vice President, Financial Advisor
    D.A. Davidson Companies Apr 2020 - Present
    Minden, Nevada, United States
    We offer straightforward advice, personalized solutions, and industry expertise-an approach rooted in the values of a company that is as independent as you are. We are proud to be employee owned and to have been serving clients since 1935. Headquartered in Montana with four major hubs located in Seattle, Portland, Denver and Los Angeles, our firm has approximately 1,400 employees working from 97 office locations in 26 states. Four financial services firms comprise D.A. Davidson Companies: D.A… Show more We offer straightforward advice, personalized solutions, and industry expertise-an approach rooted in the values of a company that is as independent as you are. We are proud to be employee owned and to have been serving clients since 1935. Headquartered in Montana with four major hubs located in Seattle, Portland, Denver and Los Angeles, our firm has approximately 1,400 employees working from 97 office locations in 26 states. Four financial services firms comprise D.A. Davidson Companies: D.A. Davidson & Co., Davidson Investment Advisors, D.A. Davidson Trust Company, and Davidson Fixed Income Management. Show less
    View
  • Battle Born Wine
    Owner
    Battle Born Wine Apr 2007 - Present
    Gardnerville, Nevada, United States
    View
  • Wells Fargo Advisors
    Financial Advisor, Senior Vice President- Investments
    Wells Fargo Advisors Jan 2008 - Apr 2020
    Gardnerville, Nevada, United States
    View

Megan Phillips Skills

Financial Advisory Investments Client Services Finance Financial Services

Megan Phillips Education Details

Frequently Asked Questions about Megan Phillips

What company does Megan Phillips work for?

Megan Phillips works for Battle Born Wine

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

Megan Phillips's current role is Owner.

What schools did Megan Phillips attend?

Megan Phillips attended University Of Nevada, Reno.

What skills is Megan Phillips known for?

Megan Phillips has skills like Financial Advisory, Investments, Client Services, Finance, Financial Services.

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