CoverProfile

Nicholas Phillips

Lead Financial Advisor

Wise Wealth

United States, Missouri, Independence

About Me

As a Financial Advisor for Wise Wealth, Nick works with prospective clients to identify their goals and help implement a plan to make their dreams a reality. He enjoys educating families on financial matters and helping them to better understand the solutions available in order to obtain peace of mind for their future. Nick earned his bachelor’s degree from the University of Missouri-Columbia with a dual major in Business Management and Finance. In addition, he is a Registered Investment Advisor holding his series 65 license. His career has stretched across several facets of the financial industry, including Real Estate Investing, Mortgage Lending, Insurance, and Wealth Management. Nick h

View more

Profile Information

Lead Financial Advisor

Wise Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Independence

Missouri

United States

Sep 19, 2024

More profiles to browse

Profile Photo
Melissa Daigle
Senior Financial Advisor
Profile Photo
Paul Brock
Vice President & Chief Operating Officer
BM
Ben Malick
Director of Investments & Chief Investment Officer
Profile Photo
Brandon Smith
Financial Advisor

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST