Vice President, Investments
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