• John Phillips

    Branch Business Development Coordinator

    Financial Advisor, RJFS

John Phillips has been in the financial services industry for over 17 years with several organizations including; Merrill Lynch, Wells Fargo, & TIAA CREF. He holds a Series 7 and Series 66 licenses. John graduated from the University of Delaware in 1996 with a Bachelors degree in Economics.

John is originally from Connecticut, but has been living in the Charlotte area for over 15 years. In his free time John enjoys working on home improvement projects, playing tennis, wine tasting, and taking his dog for walks. “Living in the Charlotte area is great because a vacation at the beach or hike through the mountains is a car ride away”.