Tim Phillips Email & Phone Number

ExperienceA recognized leader in the area of wealth management, Tim Phillips previously served as board chairman for the Willamette Family of Funds, which raised over $500 million in assets. But it is at Phillips and Company where Tim has made the biggest impact. With thousands of clients nationwide, it has quickly become one of the largest locally-owned wealth management firms in Oregon. Phillips and Company has been recognized for its unique 401(k) engagement model, which was highlighted by The Oregonian.Tim has also been quoted in The Chronicle of Philanthropy, Private Wealth Magazine, Wealth Manager Magazine, and on MSN Money as an expert in wealth management. In 2008, he was named by Worth magazine as one of the Top 250 Wealth Advisors in America.Phillips and Company was recently named as one of the top 150 Independent Advisory Firms in the United States by Financial Planning Magazine. CommunityPhillips served as the board chairman of the Children’s Cancer Association and also serves on the OHSU Cancer Council. He is a member of the Associated Oregon Industries board which focuses on strengthening the Oregon economy and issues facing Oregon businesses. He is also a Former Regent at Pepperdine University and serves on their endowment committee.

Listed skills include Building Materials, Sales Management, Key Account Management, Pricing, and 16 others.

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  Ceo

  Phillips And Company Wealth Strategies

  Jan 1992 - Present - Portland, Oregon, Us

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  Pepperdine University

  Economics