Kristopher

Phillips

Vice President, Investments

Connect with
Kristopher
+1.941.225.4406
About
Kristopher

Kris Phillips joined Moors & Cabot after almost nine years as a financial planner/advisor for Prudential Advisors. His focus has been with retirees and business owners, creating synergy with CPA's and estate planning attorneys. Kris currently holds the series 6, 7, 26, 63, and 65 licenses.


Kris grew up in Kansas City and moved to the Sarasota area in 1994. His wife is a teacher at Sarasota High School, and he is always eager to help Florida educators with their financial decisions. His two daughters were born and raised in Sarasota and all enjoy golfing, fishing, family time, and KC Chiefs football.

 

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

© 2020 by Moors & Cabot

Moors & Cabot Inc., member New York Stock Exchange, SIPC, FINRA

One Federal St., 19th Floor, Boston, MA 02110

info@moorscabot.com  |   +1.800.426.0501

Privacy & Security | Information & Disclosures | Investment Objectives and Risk Tolerance | Client Account Agreement

 

ADV | Client Relationship Summary | Regulation BI Disclosure | Best Execution 

Fees and Commissions | Margin Disclosure | Cash Sweep Deposit Program 

Check the background of this firm on FINRA's Brokercheck

 

SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
Explanatory brochure available upon request or at www.sipc.org.