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Penny Phillips Email & Phone Number
Head of Advisor Strategy and Client Experience
at
Hightower Signature Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Advisor Strategy and Client Experience
Location
New York City Metropolitan Area, United States, United States
Who is Penny Phillips? Overview
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Quick answer
Penny Phillips is listed as Head of Advisor Strategy and Client Experience at Hightower Signature Wealth, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Penny Phillips.
Penny Phillips previously worked as President and Co-Founder at Journey Strategic Wealth and President & Co-Founder at Journey Strategic Wealth. Penny Phillips holds B.B.A., B.A., Corporate Finance, Economics from Macaulay Honors College At The City University Of New York.
Company email context
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Hightower Signature Wealth
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Profile bio
About Penny Phillips
After years of consulting and coaching financial advisors on practice management, I co-founded an RIA specifically for advisors seeking both independence and support. Journey Strategic Wealth provides:-Complete operational support-Flexible solutions for succession and continuity -Hands on practice management coaching for advisors and team membersI believe that, as an industry, we should stop encouraging advisors to be CEOs and instead let them be great advisors and own their books!
Current workplace
Penny Phillips's current company
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9 roles
Penny Phillips work experience
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President And Co-Founder
President & Co-Founder
CurrentJourney Strategic Wealth is a Registered Investment Advisor built for advisors who want independence, flexibility and full-fledged practice management support.
Jan 2021 - Present
Founder
CurrentThrivos' mission is to support financial firms and advisors as they embrace change and discover new ways to thrive. Through our customized consulting engagements, high impact keynote presentations and workshop facilitation we aim to bring a fresh perspective to traditional practice management. Specialties and areas of expertise include: *Building.
Jan 2018 - Present
Founder
The Study Group is where advisors go for advice. It is a community-based practice management platform for financial advisors. Built to provide advisor-leaders a space to get answers to practice management questions, meet with peers, and share best practices, it is a non-judgmental place to learn and thrive!
Jul 2021 - Dec 2022
Board Member, Macaulay Honors College Foundation Board
Jun 2019 - Jul 2021
Director Of Practice Management
Responsible for the development and facilitation of practice management programs for advisors. Facilitate leadership and business management workshops across the country. Deliver key note presentations on wealth management and practice management oriented topics.
Jan 2016 - Dec 2017
Vice President, Strategic Consulting
Aug 2015 - Dec 2015
Corporate Vice President, Practice Management Division
Responsible for managing team of consultants tasked with educating New York Life's 900+ Investment Advisor Representative population on practice management core principles and elite advisor best practices.
May 2010 - Aug 2015
2 education records
Penny Phillips education
B.B.A., B.A., Corporate Finance, Economics
Macaulay Honors College At The City University Of New York
Finance
The London School Of Economics And Political Science (Lse)
FAQ
Frequently asked questions about Penny Phillips
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What company does Penny Phillips work for?
Penny Phillips works for Hightower Signature Wealth.
What is Penny Phillips's role at Hightower Signature Wealth?
Penny Phillips is listed as Head of Advisor Strategy and Client Experience at Hightower Signature Wealth.
Where is Penny Phillips based?
Penny Phillips is based in New York City Metropolitan Area, United States, United States while working with Hightower Signature Wealth.
What companies has Penny Phillips worked for?
Penny Phillips has worked for Hightower Signature Wealth, Journey Strategic Wealth, Thrivos Consulting Llc, The Study Group, and Macaulay Honors College At The City University Of New York.
How can I contact Penny Phillips?
You can use AeroLeads to view verified contact signals for Penny Phillips at Hightower Signature Wealth, including work email, phone, and LinkedIn data when available.
What schools did Penny Phillips attend?
Penny Phillips holds B.B.A., B.A., Corporate Finance, Economics from Macaulay Honors College At The City University Of New York.
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