Philip J. Amos

Philip J. Amos Email and Phone Number

Co-Founder, President at Magis Advisory Group, LLC @
Philip J. Amos's Location
Greater Cleveland, United States, United States
Philip J. Amos's Contact Details
About Philip J. Amos

Philip Amos, Aaron Marinelli, and our team are extremely proud to announce the founding of our new firm – Magis Advisory Group. The firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others. It reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis is nimble – every member of our team is empowered to make the necessary decisions to enhance the service for our Benefits, Financial Services, and Retirement Plan clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS.Investor Disclosures: https://bit.ly/KF-DisclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisory Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Philip J. Amos's Current Company Details
Magis Advisory Group, LLC

Magis Advisory Group, Llc

Co-Founder, President at Magis Advisory Group, LLC
Philip J. Amos Work Experience Details
  • Magis Advisory Group, Llc
    Co-Founder, President
    Magis Advisory Group, Llc Mar 2020 - Present
  • Chapman & Chapman
    President
    Chapman & Chapman Jul 2012 - Mar 2020
    I'm very excited to annouce the merger of PJ Amos & Associates with Chapman & Chapman. Our combined firm offers premier services in the areas of corporate benefits, corporate retirement plans, financial services and wealth management. See our web-site for the press release.
  • Pj Amos & Associates
    Owner
    Pj Amos & Associates Jan 2002 - Aug 2012
    President of the company my father started 40 years ago. The company serves clients in the areas of corporate benefits, corporate retirement plans, financial services and wealth management.
  • Robert W. Baird
    Compliance Officer
    Robert W. Baird Jun 1999 - Dec 2001
    Milwaukee, Wi, Us

Philip J. Amos Skills

Wealth Management Estate Planning Securities Series 63 Qualified Retirement Plans Investments Risk Management Employee Benefits Retirement Retirement Plan Consulting Strategic Planning Insurance Series 7 Retirement Planning Equities Mutual Funds Management Consulting Asset Managment

Philip J. Amos Education Details

  • Wheaton College
    Wheaton College
    Business Economics
  • Cuyahoga Valley Christian Academy
    Cuyahoga Valley Christian Academy
    High School Dimploma
  • Lake Ridge Academy
    Lake Ridge Academy
  • The American College Of Financial Services
    The American College Of Financial Services
    Chfc

Frequently Asked Questions about Philip J. Amos

What company does Philip J. Amos work for?

Philip J. Amos works for Magis Advisory Group, Llc

What is Philip J. Amos's role at the current company?

Philip J. Amos's current role is Co-Founder, President at Magis Advisory Group, LLC.

What is Philip J. Amos's email address?

Philip J. Amos's email address is ph****@****man.com

What is Philip J. Amos's direct phone number?

Philip J. Amos's direct phone number is +151269*****

What schools did Philip J. Amos attend?

Philip J. Amos attended Wheaton College, Cuyahoga Valley Christian Academy, Lake Ridge Academy, The American College Of Financial Services.

What skills is Philip J. Amos known for?

Philip J. Amos has skills like Wealth Management, Estate Planning, Securities, Series 63, Qualified Retirement Plans, Investments, Risk Management, Employee Benefits, Retirement, Retirement Plan Consulting, Strategic Planning, Insurance.

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