Senior Vice President , Investments

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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.

Jay enjoys traveling, swimming, and hiking in his spare time.


Background and qualification information is available at FINRA's BrokerCheck website

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