Gregory Phillips

Private Wealth Advisor at The Atrium Financial Group - Albany, NY, us

Gregory Phillips's Colleagues at The Atrium Financial Group
Rebecka Kelley

Investment Operations Associate

Contact Rebecka Kelley

Victoria Amyot

Director of Investment Operations and Services

Contact Victoria Amyot

William Newman

Founder & Private Wealth Advisor

Contact William Newman

Mark Kenyon

Chief Financial Officer

Contact Mark Kenyon

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Gregory Phillips's Contact Details
HQ
N/A
Location
Albany,New York,United States
Company
The Atrium Financial Group
Gregory Phillips's Company Details
The Atrium Financial Group logo, The Atrium Financial Group contact details

The Atrium Financial Group

Albany, NY, us • 20 - 49 Employees
Financial Services

The Atrium Financial Group collaborates with those who share our values to reach financial freedom and become the heroes of their own lives. Our coaching and stewardship inspire our clients and community to realize their full potential.The Atrium Financial Group's disciplined approach allows you to unplug from your busy world and take some time to focus on what is important: family. Once you see your future clearly, we design a personalized plan that allows you to make intelligent and informed decisions about your life rather than the traditional, emotional ones. Having Confidence Through Clarity allows you to live life by design, not by default.The Atrium Financial Group is led by Private Wealth Advisors, Bill Newman and Jay Mackey. With over 65 years of financial services combined experience, the team consists of five relationship managers with the CERTIFIED FINANCIAL PLANNER™ professional designation who are fully equipped to assist you in your planning for the future. We also have an amazing support team to ensure that our client service is above expectation. Our efforts are a backed by a strong company in Northwestern Mutual, and the power of its products and services.theatriumfinancialgroup.nm.com/disclosure https://www.northwesternmutual.com/social-media-guidelines

Financial Services
Details about The Atrium Financial Group
Frequently Asked Questions about Gregory Phillips
Gregory Phillips currently works for The Atrium Financial Group.
Gregory Phillips's role at The Atrium Financial Group is Private Wealth Advisor.
Gregory Phillips's email address is ***@nm.com. To view Gregory Phillips's full email address, please signup to ConnectPlex.
Gregory Phillips works in the Financial Services industry.
Gregory Phillips's colleagues at The Atrium Financial Group are Amanda Zitwer, Rebecka Kelley, Victoria Amyot, Alyssa Vargas, Peter Vadney, William Newman, Mark Kenyon and others.
Gregory Phillips's phone number is N/A
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