Advisor profile

My approach

Phillip Kennedy Esteban - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at, or contact me for help getting started.
Phillip Kennedy Esteban - My approach photo

Areas of focus

  • Family Finances
  • Investments
  • Saving for Education
  • Tax Planning Strategies


  • BS Finance, University of South Florida, Tampa, FL


  • Reading
  • Spending time with family
  • Tennis
  • Soccer
  • Golf
  • Auto racing

Community participation

  • Ameriprise National Day of Service