Brandon Phillips

Partner

We found the following information about Brandon Phillips at Watermark Wealth Management, where this person has worked as a Partner since 2008. Brandon's total work experience is over six years, during which time this expert had at least three jobs at different places to develop professional skills. Brandon studied at the Indiana University - Kelley School of Business from 1998 to 2002. Currently, Brandon Phillips is located in Indianapolis, Indiana. You can contact with Brandon by searching for phone or email address or get full info by requesting access to this expert's further details.
Name variants:
Branden Phillips, Brand Phillips, Brandy Phillips
Last updated Jul 05, 2024

Contact Information

Last Update
Feb 1, 2016
Location
Indianapolis, IN

Workplace

Watermark CPA Group
Partner

Indianapolis, IN

Industry

Accounting

Work History

Partner

The Watermark Group provides professional and consulting services in accounting and financial management, wealth management and private equity investment. But we are more than a CPA/wealth ...
from Jan 2008

Financial Advisor

May 2004 — Jan 2008

Investment Counselor

Jun 2002 — May 2004

Education

Occupations

Executive
Partner
Accountant
Certified Public Accountant
Advisor
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent

Skills

Investments
Financial Analysis
Estate Planning
Investment Advisory
Wealth Management
Retirement Planning
Mutual Funds
Asset Allocation
401k
Strategic Financial Planning
Portfolio Management
Investment Strategies
Financial Advisory
Investment Management

FAQs about Brandon Phillips

What is the profession of Brandon Phillips?

This professional's job is Partner

What jobs is Brandon Phillips proficient at at?

Brandon is proficient at such jobs as Executive and Partner.

Where does Brandon Phillips live?

They lives in Indianapolis, Indiana.

Where did Brandon Phillips work?

This person worked at Watermark Wealth Management, Raymond James & Associates.

Does Brandon Phillips have personal website or blog?

Brandon`s website is http://www.thewatermarkgrp.com.

Where has Brandon Phillips studied?

Brandon studied at the Indiana University - Kelley School of Business from 1998 to 2002.

Are there any special industries, that Brandon Phillips works in?

This professional works in Financial Services industry.

Are there any professional skills, that Brandon Phillips has?

Brandon Phillips has such skills as Investments, Financial Analysis, Estate Planning, Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, and 401k.
Login