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T. Ray Phillips Email & Phone Number

Founder, Family Business Legacies, LLC at WestPoint Financial Group

Location: Indianapolis, Indiana, United States 5 work roles 4 schools

1 work email found @comcast.net LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

WestPoint Financial Group

Role

Founder, Family Business Legacies, LLC

Location

Indianapolis, Indiana, United States

Company size

370 employees

Who is T. Ray Phillips? Overview

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Quick answer

T. Ray Phillips is listed as Founder, Family Business Legacies, LLC at WestPoint Financial Group, a company with 370 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for T. Ray Phillips.

T. Ray Phillips previously worked as Certified Family Business Specialist at Family Business Legacies and Exit Planning Specialist at Westpoint Financial Group. T. Ray Phillips holds Graduate Certificate, Business Succession Planning Graduate Certification from The American College.

Company email context

Email format at WestPoint Financial Group

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*@comcast.net

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AeroLeads found 1 current-domain work email signal for T. Ray Phillips. Compare company email patterns before reaching out.

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Profile bio

About T. Ray Phillips

Mission - "Helping Families in Business Prepare to 'Pass the Baton', Define their Legacy & Follow their Purpose.Purpose - "To use our God given talents to have a meaningful impact on our clients, their businesses, their families and their communities so that we can help them leave behind a legacy of stewardship and empower those that follow them!"Special Notice: Securities and Investment Advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC. www.sipc.org (FINRA registered branch 900 E. 96th St., Ste 300, Indianapolis, IN 46240 - 317-469-9999) The Family Business Legacy Co., LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201405-160188Licensing Information: I am licensed to sell insurance in the following jurisdiction(s): CA ( CA Insurance License OG89358), CO, FL, IL, IN, NC, OH, OK, TX. I am also licensed to sell securities* in the following jurisdiction(s): AZ, CA, CO, FL, IL, IN, MI, NC, OH, OK.Specialties: Certified Family Business Specialist (CFBS), Accredited Estate Planner (AEP), Chartered Financial Consultant (ChFC)

Listed skills include Wealth Management, Financial Advisory, Small Business, Strategic Planning, and 27 others.

Current workplace

T. Ray Phillips's current company

Company context helps verify the profile and gives searchers a useful next step.

Westpoint Financial Group

Founder, Family Business Legacies, LLC

indianapolis, indiana, united states

Website

westpointfinancialgroup.com

Employees

370

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Company profile

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5 roles

T. Ray Phillips work experience

A career timeline built from the work history available for this profile.

Certified Family Business Specialist

Current

Family Business Legacies

900 E 96th St., Ste 300, Indianapolis IN

We are a boutique, wealth management and exit planning firm exclusively serving the majority owners of family-owned/privately-held manufacturing, distribution, construction & petroleum companies with the goal of helping them pursue their life purpose using their business and wealth as tools.

Nov 1998 - Present

Exit Planning Specialist

Current

Westpoint Financial Group

Ownership transfer planning for privately held companies between $4m and $50m in revenue

Jan 1996 - Present

Sales Manager

Indianapolis Financial Group

Managing a group of advisors in their first 1-5 years in the financial industry

Jan 1998 - Nov 1998

Financial Advisor

Indianapolis Financial Group

Developing my own practice for advising clients in the financial industry

Jan 1996 - Dec 1997

Field Sales Rep

Reserve National Insurance

Business Development and Health Insurance advising in Rural Indiana

Jul 1991 - Dec 1995

Team & coworkers

Colleagues at WestPoint Financial Group

Other employees you can reach at westpointfinancialgroup.com. View company contacts for 370 employees →

DW

Debbie Weinstein Colleague at Westpoint Financial Group Indianapolis, Indiana, United States, United States View → CL

Caden Lee Colleague at Westpoint Financial Group Greater Madison Area, United States View → VS

Vicki Sauter Colleague at Westpoint Financial Group United States, United States View → TA

Taher Assaf Colleague at Westpoint Financial Group Chicago, Illinois, United States, United States View → SS

Susan Shively Colleague at Westpoint Financial Group Fort Wayne, Indiana, United States, United States View → MR

Maggie Reister Walters Colleague at Westpoint Financial Group Merrillville, Indiana, United States, United States View → GT

Gary Tsoumas Colleague at Westpoint Financial Group Greater Milwaukee, United States View → EC

Erick Carrasco Colleague at Westpoint Financial Group Greater Milwaukee, United States View → PG

Patrick Gothard Colleague at Westpoint Financial Group Carmel, Indiana, United States, United States View → JC

James C. Brocke, Cfp® Colleague at Westpoint Financial Group Indianapolis, Indiana, United States, United States View →

4 education records

T. Ray Phillips education

Graduate Certificate, Business Succession Planning Graduate Certification

The American College

Graduate Certificate in Business Succession Planning - qualified me for the Certified Family Business Specialist designation

Ba, Economics

Depauw University

Activities and Societies: Phi Kappa Psi FraternityEconomics Major, Football 1987, Baseball 1988, Intramurals, WGRE Radio DJ, Sports.

Diploma

Casady High School

Activities and Societies: Yearbook Volunteer, Varsity Baseball, Soccer, Football, Fellowship of Christian Athletes, School ChoirHigh.

Bachelor Of Arts - Ba, Economics, 1991

Depauw University

Activities and Societies: Phi Kappa Psi Fraternity, WGRE Radio - sports and AM broadcaster, WGRE - Sports Play by Play broadcaster, The.

FAQ

Frequently asked questions about T. Ray Phillips

Quick answers generated from the profile data available on this page.

What company does T. Ray Phillips work for?

T. Ray Phillips works for WestPoint Financial Group.

What is T. Ray Phillips's role at WestPoint Financial Group?

T. Ray Phillips is listed as Founder, Family Business Legacies, LLC at WestPoint Financial Group.

What is T. Ray Phillips's email address?

AeroLeads has found 1 work email signal at @comcast.net for T. Ray Phillips at WestPoint Financial Group.

Where is T. Ray Phillips based?

T. Ray Phillips is based in Indianapolis, Indiana, United States while working with WestPoint Financial Group.

What companies has T. Ray Phillips worked for?

T. Ray Phillips has worked for Family Business Legacies, Westpoint Financial Group, Indianapolis Financial Group, and Reserve National Insurance.

Who are T. Ray Phillips's colleagues at WestPoint Financial Group?

T. Ray Phillips's colleagues at WestPoint Financial Group include Debbie Weinstein, Caden Lee, Vicki Sauter, Taher Assaf, and Susan Shively.

How can I contact T. Ray Phillips?

You can use AeroLeads to view verified contact signals for T. Ray Phillips at WestPoint Financial Group, including work email, phone, and LinkedIn data when available.

What schools did T. Ray Phillips attend?

T. Ray Phillips holds Graduate Certificate, Business Succession Planning Graduate Certification from The American College.

What skills is T. Ray Phillips known for?

T. Ray Phillips is listed with skills including Wealth Management, Financial Advisory, Small Business, Strategic Planning, Financial Planning, Securities, Retirement Planning, and Finance.

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