Jay Phillips

Senior Vice President – Investments

2425 East Camelback Road
Suite 270
Phoenix, Arizona 85016
Phone: (602) 468-7138
Toll Free: (866) 217-4241


Jay Phillips has spent over 28 years in the wealth management field. No stranger to Arizona, Jay received a BS in Finance from the University of Arizona and then went on to receive his MBA from Arizona State with an emphasis in Finance.

As a financial advisor, Jay specializes in comprehensive financial planning such as estate planning, risk mitigation of your portfolio and tax planning.

A member of the Phoenix Thunderbirds, Jay also enjoys traveling, swimming and hiking in his spare time.




Check the background of this investment professional on FINRA’s BrokerCheck

Jay Phillips