Meet the team

Casey Phillips, Financial Advisor serving the Minnetonka, MN area - Ameriprise Advisors

Casey Phillips

Financial Advisor
Panoramic Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Education

  • University of Minnesota - BA, Sociology

Previous experience

  • JPMorgan Chase & Company - Executive Director, Banker, 2025 - 2026
  • Bank of America Private Bank - Senior Vice President, Private Client Advisor, 2019 - 2025
  • Bank of America - Vice President, Small Business Banking, 2016 - 2019

Connect with us

Casey Phillips may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.