Chartwell Financial Advisory
Ben Phillips currently serves as the Managing Director at Chartwell Financial Advisory, Inc., where leadership focuses on business and brand development within the Southwest region for various advisory services. Prior to this role, Ben held the position of Director of Business Development at Juniper Capital Management, supporting high-growth entrepreneurial companies through capital and strategic resources. Ben's earlier experience includes roles as a Senior Associate Broker at Transwestern and a Commercial Banking Officer at Texas Exchange Bank, alongside an Associate position at Jones Lang LaSalle in the Industrial Services Group. Ben holds a degree in Business Administration with a focus on Real Estate from the University of Mississippi.
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Chartwell Financial Advisory
You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Chartwell is a national leader in strategic advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.