Senior Vice President – Investments
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