Kevin Phillips, CFP®, is a Director at Robert W. Baird & Co., where they leverage over three decades of experience to help clients achieve their financial goals through a holistic, client needs-based approach. As the founder of The Phillips Group, Kevin has fostered relationships with various financial and legal professionals to enhance their wealth management services. Formerly a First Vice President at Wells Fargo Advisors from 1990 to 2013 and a Market Analyst at Allstate from 1985 to 1990, Kevin holds a Bachelor's degree in Finance and Insurance from Appalachian State University. They actively participate in leadership roles within local churches and enjoy cycling and spending time on their family's ancestral farm in the Blue Ridge Mountains.
This person is not in any teams
This person is not in any offices