Since 2011, Phil Heffley has been working in Midwest Trust Company 49, 49. Phil is a proficient Wealth Management Consultant with over 14 years of work experience. According to Phil's CV and work profile, this professional has worked at one company with various backgrounds and gained different skills. Phil attended school at the The University of Kansas from 1975 to 1980. Phil can be found in Shawnee Mission, Kansas – where the professional currently lives. You can search for the person's contacts. We can also provide you with exhaustive contact information upon request.
Name variants:
Philip Heffley,
Philippa Heffley,
Phyllis Heffley
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 17, 2022
Email
ph**@midwesttrust.com
Location
Shawnee Mission, KS
Company
Workplace
Wealth Management Consultant
Leawood, KS
Industry
Financial Services, Security and Commodity Brokers Holding and Other Investment Office, Trust, Fiduciary, & Custody Activities, Trust Service, Trusts, NEC
Colleagues
Work History
Wealth Management Consultant
5901 College Blvd, Overland Park, KS 66210
Trust services that are rooted in meeting your goals. Midwest Trust is an independent, state-chartered trust company. That means our focus is always on you, our client.You–and your goals–de...
from 2011
Education
1975 — 1980
Occupations
Management Consultant
Financial Broker
Financial Consultant
Accountant
Lawyer
Management Analyst
Analysts
Financial Services Professional
Financial Services Sales Agent
Skills
Wealth Management
Estate Planning
Asset Allocation
Retirement Planning
Investment Strategies
Trusts
Mutual Funds
Wealth Management Services
Asset Management
Investments
Securities
Banking
Financial Analysis
High Net Worth Individuals
Investment Advisory
Financial Planning
FAQs about Phil Heffley
What's the main profession of Phil Heffley?
Phil is a Wealth Management Consultant.
What are the profession of Phil Heffley?
These person's professions are Management Consultant
Where does Phil Heffley live?
The expert currently lives in Shawnee Mission, Kansas.
What is the expert's email?
The professional's email is ph**@midwesttrust.com.
How many companies did Phil Heffley work at?
The person worked at one jobs.
Where has Phil Heffley studied?
Phil studied at the University of Kansas from 1975 to 1980.
What is the industry that Phil Heffley is connected to?
This person works in Investment Management industry.
What are special skills of Phil Heffley?
This professional has the following skills: Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Investment Strategies, Trusts, Mutual Funds, and Wealth Management Services.