AeroLeads people directory · profile
Mitchell Phillips, Cfp® Email & Phone Number
Wealth Advisor
at
HB Wealth
1 work email found
@atlantafinancial.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Mitchell Phillips, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mitchell Phillips, Cfp® is listed as Wealth Advisor at HB Wealth, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at atlantafinancial.com and a matched LinkedIn profile for Mitchell Phillips, Cfp®.
Mitchell Phillips, Cfp® previously worked as Associate Wealth Advisor at Hb Wealth and Senior Associate at Homrich Berg. Mitchell Phillips, Cfp® holds Bachelor Of Business Administration (Bba), Finance from The University Of Georgia.
Company email context
Email format at HB Wealth
This section adds company-level context without repeating Mitchell Phillips, Cfp®'s masked contact details.
*@atlantafinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Mitchell Phillips, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mitchell Phillips, Cfp®
Mitchell Phillips, Cfp® is a Wealth Advisor at HB Wealth. He possess expertise in microsoft excel, leadership, powerpoint, microsoft word, social networking and 16 more skills.
Listed skills include Microsoft Excel, Leadership, Powerpoint, Microsoft Word, and 17 others.
Current workplace
Mitchell Phillips, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Mitchell Phillips, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor
Senior Associate
Current
Aug 2023 - Present
Associate
Jul 2022 - Aug 2023
Financial Planner
Atlanta Financial Associates was acquired by Mercer Advisors on January 1, 2021.
Mar 2020 - Jun 2022
Preferred Wealth Advisor
Aug 2018 - Feb 2020
Preferred Associate Relationship Manager (Early Career Program)
Jul 2017 - Jul 2018
Financial Analyst Intern
May 2016 - Jul 2016
2 education records
Mitchell Phillips, Cfp® education
Bachelor Of Business Administration (Bba), Finance
Bachelor Of Business Administration (Bba), Finance
FAQ
Frequently asked questions about Mitchell Phillips, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mitchell Phillips, Cfp® work for?
Mitchell Phillips, Cfp® works for HB Wealth.
What is Mitchell Phillips, Cfp®'s role at HB Wealth?
Mitchell Phillips, Cfp® is listed as Wealth Advisor at HB Wealth.
What is Mitchell Phillips, Cfp®'s email address?
AeroLeads has found 1 work email signal at @atlantafinancial.com for Mitchell Phillips, Cfp® at HB Wealth.
Where is Mitchell Phillips, Cfp® based?
Mitchell Phillips, Cfp® is based in Atlanta, Georgia, United States while working with HB Wealth.
What companies has Mitchell Phillips, Cfp® worked for?
Mitchell Phillips, Cfp® has worked for Hb Wealth, Homrich Berg, Mercer Advisors, Bb&T, and Troutman Sanders Llp.
How can I contact Mitchell Phillips, Cfp®?
You can use AeroLeads to view verified contact signals for Mitchell Phillips, Cfp® at HB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Phillips, Cfp® attend?
Mitchell Phillips, Cfp® holds Bachelor Of Business Administration (Bba), Finance from The University Of Georgia.
What skills is Mitchell Phillips, Cfp® known for?
Mitchell Phillips, Cfp® is listed with skills including Microsoft Excel, Leadership, Powerpoint, Microsoft Word, Social Networking, Social Media, Customer Service, and Teamwork.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial