• John Phillips

    Branch Business Development Coordinator

    Financial Advisor, RJFS

John Phillips has been in the financial services industry for over 20 years with several organizations including Merrill Lynch, Wells Fargo, TIAA CREF and LPL. He holds Series 7, 9, 10 and 66 licenses. John graduated from the University of Delaware with a Bachelor’s degree in Economics.

John is originally from Connecticut, but has been living in the Charlotte area for over 20 years. He lives in Huntersville with his fiancé and Yellow Labrador, Mason. In his free time John enjoys working on home improvement projects, playing tennis, wine tasting, and taking his dog for a walk.

"Living in the Charlotte area is great because a vacation at the beach or hike through the mountains is a car ride away".