John Phillips IV
Financial Advisor
CLU®, ChFC®
About Me
Education
- Graduate of Southern Methodist University (SMU) - 1980
- Graduate of Memphis University School (MUS) - 1976
- Second Presbyterian Church - Elder
- Family: Wife: Paige, Children: John & Ivy, Paige & Paul, and youngest daughter Bailey
- Hobbies: Golf, Hunting Sports: Grizzlies, SMU Mustangs, Virginia Cavaliers, Arkansas Razorbacks
Business Philosophy
Help coordinate business owners', executives', and professionals' estate plan with their business succession plan, executive benefits, retirement plans, employee benefit plans, and charitable interests to maximize the benefits and financial security for them and their families.
Professional Qualifications
Licenses
Memberships & Designations
- Million Dollar Round Table (MDRT) - Life Member
- Society of Financial Service Professionals (SFSP) - Member
- National Association of Insurance and Financial Advisors (NAIFA) - Member
Focus Areas
Contact Me
Strategic Financial Partners
949 South Shady Grove Rd., Suite 300
Memphis, Tennessee 38120
Phone: 901.767.5951
jphillips12@strategicfinancialpartners.com
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