david-phillips_0bdd72ecc9424acfa7727c0ad0328cab

David C. Phillips J.D.

Managing Director

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Education

Marymount Manhattan College Bachelor’s in Communication, Marketing Concentration
Thomas M. Cooley Law School Doctor of Law (J.D.) and Estate Planning

Focus Areas

  • Insurance Strategies

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck