Matt

Phillips

Vice President, Investments

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Matt
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About
Matt

Matt earned a Bachelor’s degree in economics from the University of Arizona. After graduating, he became a licensed corporate commercial real estate broker, where he developed his client relationship and organizational skills. After his time in the real estate world, he found his passions were more geared towards impacting the lives of individuals and decided to follow in his father’s footsteps into the financial services industry. He spent eight years at Charles Schwab & Co., Inc. and later joined Watermark Wealth Strategies, a Scottsdale-based independent advisory firm. After serving in the financial industry for over a decade, he decided to “come home” and join his father, Jay, a Phoenix-based financial advisor, at Moors & Cabot, Inc.


Matt and Jay have over 40 years of combined experience helping clients reach their financial goals. Together at Moors & Cabot, a 130-year-old firm, they have the freedom and flexibility to put their clients’ best interests first without being confined to certain products or quotas. Matt and Jay specialize in holistic financial planning, investment management, insurance, and estate planning. With a focus on goals-based planning, they work with clients to identify and prioritize their financial goals and implement solutions best suited for them.


Matt is a native of Phoenix, Arizona where he met his wife and lifelong partner, Kacey. 2021 brought about the newest addition to the Phillips family, their son Ford (the first addition, of course, being their beloved golden retriever, Winston). In his free time, he enjoys watching sports, outdoor activities, and spending time with friends and family.

 

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

 
 

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