Advisor profile


My approach

Michael Phillips - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Michael Phillips - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Tax Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • M.B.A. from Clarion University of Pennsylvania
  • B.S. in Finance from Clarion University of Pennsylvania

Interests

My wife, Karissa, and I live in Montford Park with our two dogs, Bradley and Bogey. Together we enjoy playing golf, biking around town, hiking, trying new restaurants and live music. On weekends we'll often take road trips to check out all the amazing places the Carolinas have to offer - Pinehurst and Folly Beach top our list. Most of all our favorite thing is simply spending time with our families and watching our three nieces grow up.

Born and raised outside of Cleveland, Ohio I've been a tortured sports fan my whole life. While I still root for my hometown teams, after 16 years in Charlotte I've grown to love the Panthers and Hornets.

Community participation

First Tee of Charlotte

Clarion University Alumni Association

Second Harvest Food Bank

Friendship Trays

Financial Matters Program

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2020

Previous experience

  • Financial Advisor, Edward Jones Investments, 2004-2011