Madeline Phillips

Madeline Phillips, CFP®, has a diverse work experience in the financial industry. Madeline currently serves as the Director of Financial Planning at Edelman Financial Engines since August 2022. Prior to this, they worked as the Director of Client Services at Smart Investor from August 2020 to September 2022. Madeline also gained valuable experience at Sand Hill Global Advisors LLC, where they served as the Manager of Client Service from March 2018 to March 2020. Before that, they worked as a Senior Associate at Sand Hill Global Advisors from March 2016 to March 2018. Additionally, Madeline served as an Advisor Support at Genovese Burford & Brothers from July 2015 to March 2016. Madeline started their career as a Senior Associate at Sand Hill Global Advisors from August 2013 to July 2015. Prior to that, Madeline gained experience as a Registered Client Services Associate at Morgan Stanley Wealth Management from December 2010 to August 2013. Madeline began their professional journey as a Marketing Intern at MyWay Interactive in 2009 and later worked as a Financial Analyst Intern at YSO Capital Management, LLC in 2008. Madeline's extensive work background showcases their expertise and commitment in the financial industry.

Madeline Phillips, CFP®, obtained a Bachelor of Business Administration (B.B.A.) degree from UC Berkeley Haas School of Business in 2010. In 2017, they also obtained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. In addition, Madeline holds additional certifications such as the Series 66 and Series 7, from the Financial Industry Regulatory Authority (FINRA).