Phillip Burnett Email and Phone Number
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Phil Burnett started in the securities business in 1991 with Shearson Lehman Brothers.Led teams of Financial Advisors throughout the country with PaineWebber, UBS and Bank of America/Merrill LynchRegistered as Sales Supervisory Principal Series 8Registered as Series 7 Registered RepresentativeRegistered as Investment Advisor (Series 65)Insurance AgentExecutive Wealth Management AdvisorHaving led and supervised some of the most successful advisors in the industry over the years, I know what kind of care, attention, focus and service clients expect. I also have keen understanding of what types of products and services to rely upon and what should be avoided.Specialties: Directional Planning around wealth creation and retirement income combined with clear communication with the client around risk and reward are the most basic tenants of a successful financial advisory relationship. Set a strategic course then make tactical adjustments to add or subtract risk as needed. Most often this can best be implemented in a fee based, advisory relationship.Any testimonials appearing on this social media site may not be representative of the experience of other clients. Any testimonial is no guarantee of future success or performance.
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Chief Executive OfficerResolute Wealth Strategies Jul 2022 - PresentJackson, Mississippi, Us
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Managing Director - Financial AdvisorCoker And Palmer Investment Securities, Inc. Aug 2009 - Jul 2022Jackson, Ms, UsI work for wealthy families, individuals and their companies seeking to manage, distribute and grow their wealth. Directional planning, asset allocation, asset management and risk management are the building blocks of my enduring business relationships. My extraordinary listening skills lead me in developing a strategic investment path and allow me to set expectations accordingly. My clients have discovered that I am their primary source of financial wisdom and counsel. Together, this boutique level customization with the back office clout of RBC (Royal Bank of Canada), our firm is uniquely positioned to succeed for our clients. Any testimonials appearing on this social media site may not be representative of the experience of other clients. Any testimonial is no guarantee of future success or performance. -
Senior Vice President - Market DirectorBank Of America Nov 2008 - Aug 2009Charlotte, Nc, UsLed teams of Financial Advisors, Private Bankers, Operations Managers and Compliance Officers in a Multi-State Market Area. -
Executive Director - Complex DirectorUbs Wealth Management Feb 1993 - Nov 2008Zurich, ChLed teams of Financial Advisor in various locations throughout the country including Mississippi, Tennessee, Kentucky, Ohio and New Jersey. -
Direct Marketing Specialist For Senior Financial AdvisorShearson Lehman Brothers Bethesda, Md 1991 - 1992Marketed and hosted investment manager seminars on a monthly basis. Studied for and earned Series 7 and Series 63 licenses.
Phillip Burnett Skills
Phillip Burnett Education Details
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University Of MississippiManagerial Finance -
Memphis University School
Frequently Asked Questions about Phillip Burnett
What company does Phillip Burnett work for?
Phillip Burnett works for Resolute Wealth Strategies
What is Phillip Burnett's role at the current company?
Phillip Burnett's current role is CEO - Resolute Wealth Strategies, LLC.
What is Phillip Burnett's email address?
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What is Phillip Burnett's direct phone number?
Phillip Burnett's direct phone number is +160135*****
What schools did Phillip Burnett attend?
Phillip Burnett attended University Of Mississippi, Memphis University School.
What skills is Phillip Burnett known for?
Phillip Burnett has skills like Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Financial Services, Finance, Series 7, Financial Advisory, Alternative Investments, Financial Planning.
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