Our Team

• Brandon R. Phillips

  Chief Compliance Officer/ Operations Manager

  Brandon brings over 11 years of service and business operations experience with wealth clients and corporate offices. Brandon has served as an Associate Vice President for a regional investment firm where he oversaw operations and administered custom investment models for discretionary client accounts.  Brandon has over 7 years experience as the operations manager for a team of five professionals serving high net worth clients. His professionalism and detailed expertise have consistently proven to be a valuable reference for complex operational issues.

  
  
  

  Brandon received his B.A. in Economics from the University of North Carolina at Chapel Hill.  He holds Series 7, 24 & 63 licenses.