Skip to main content

Our financial advice team


Shane Phillips, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Shane Phillips

APMA®, CRPC®, CEPA®

Financial Advisor

Managing Director
Baker Phillips Wealth Management
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Family Finances

Interests

  • Scuba Diving
  • Golf
  • Trying new restaurants
  • Adventuring with my family

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CEPA® Certified Exit Planning Advisor

Previous experience

  • Financial Advisor, Merrill Lynch, 2012-2020

Community participation

  • Bellevue Chamber of Commerce