• Phil Prevender II, CFP®

    Financial Advisor, RJFS


Previous positions held:

Phil began his career as a Financial Advisor at Merrill Lynch where he was employed for five years. He then went to Banc of America Investments for nine years as a Financial Advisor and Market Manager in New Mexico. Phil left Banc of America Investments in August 2007 and started his own investment practice, Prevender Financial Services, LLC.


Phil attended the Anderson School of Management at the University of New Mexico, majoring in Finance. He completed his CERTIFIED FINANCIAL PLANNER™ certification in 2003.

Community Groups:

Phil is very active in the community and currently serves on the Boards of Central New Mexico Community College and Animal Humane New Mexico.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.