Cfp® Deanne Phillips Cdfa®, Abfp

Deanne Phillips, CFP®, CDFA®, ABFP has a diverse work experience spanning over three decades. Deanne is currently the Director of Client Learning and Development at Annex Wealth Management, where they combine their strengths in providing customized investment management and advisory solutions with education as part of an overall wealth management strategy. Additionally, Phillips is a certified divorce financial analyst who assists couples going through transition by providing financial discovery and asset splitting and projections.

Prior to their role at Annex Wealth Management, Phillips volunteered at the Children's Hospital of Wisconsin as a Founding Mother Volunteer for the Celiac Support Group, where they provided education and support to newly diagnosed children with Celiac Disease and their families.

Phillips also held leadership positions at the Financial Planning Association (FPA), serving as the 2014 President and 2015 Chairman of the Board. During their tenure, they focused on initiatives such as literacy through Junior Achievement and Make a Difference, aid to Veterans, and outreach for diversity. Deanne also collaborated with other organizations for a Financial Planning Day event.

Before joining Annex Wealth Management and the FPA, Phillips worked at BMO Harris Bank as the Vice President and Director of Investments for BMO Private Bank. In this role, they provided customized investment management and advisory solutions for high net worth individuals and families as part of an overall wealth management strategy.

Aside from their finance-related roles, Phillips also has experience in the field of education and the arts. Deanne served as an Instructor at the University of Wisconsin Milwaukee and held positions at Milwaukee Repertory Theater and First Stage, where they developed and implemented arts integration curriculum programs and taught theater-related subjects.

Phillips' early career included a role as a Senior Portfolio Manager at U.S. Bank, where they managed high net worth private and institutional client portfolios.

Deanne also had teaching experience at Northwestern University as a Faculty Associate, specializing in the teachings of Michael Chekhov, a renowned Russian actor and director.

Throughout their career, Phillips has demonstrated expertise in finance, education, and the arts, making their a well-rounded professional with a passion for helping others achieve their financial goals and providing educational support.

Deanne Phillips, CFP®, CDFA®, ABFP began their education at Carmel High School, where they completed their secondary education, although the specific duration is not provided. Deanne then attended Northwestern University in 1982 and obtained a degree in Theater, specifically the NHSI program. From 1984 to 1988, Deanne attended New York University, although the degree pursued and the field of study are not mentioned. In 1998, they enrolled at the College for Financial Planning and earned a Certified Financial Planner (CFP®) certification in 2000.