Phillip C. Anderson L Ceo L Wealth Management Advisor Email & Phone Number

Roseville, Ca, Us

As a CEO and wealth management advisor, my responsibilities are to manage client relationships, develop new business, and provide complex client advice in the Sacramento market. I bring a sound judgment that provides advanced financial planning strategies and wealth management counsel to the firm’s high net worth clientele. I enjoy working effectively in an open team environment and supporting my team in executing the firm’s mission.Duties and Responsibilities:Manage client relationshipsBusiness development: cultivate and track new opportunities for the firmImplement and manage an overall sales and growth philosophyCreate and present comprehensive financial plans to address retirement, tax, estate planning, and risk managementImplement a key understanding of the firm’s investment management philosophy and investment strategy articulated during client strategy meetings

New York, Ny, Us

As a wealth advisor with Merrill Lynch, I helped clients pursue the life they envision through a one-on-one relationship that provided a commitment to their needs. The company enforced the belief that trust comes from transparency. This belief equipped our team and I with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. With the company, I demonstrated a strong commitment to the client experience. I developed a passion for developing investment management solutions. This motivated me to be disciplined in process management and develop a true ability to take ownership within the market so that my clients could suceed , financially, at any phase in their life.

St. Louis, Mo, Us

While working at Edward Jones I developed a strong interest in the stock market and the investment products that Edward Jones provided. I enjoyed speaking to clients about investments and financial needs. My key responsibilities were to service clients needing financial advice. This included a review of each order request for accuracy and suitability, discussing the trade with the client, addressing client concerns/providing information about investments, placing client orders, and reinforcing branch/client relationship.