Tyrone C. Phillippi

Director Of Wealth Management And Regional Director at McKinley Carter Wealth Services

Tyrone Phillippi, CFP®, CeFT®, has a vast experience in the financial services industry. Currently serving as the Director of Wealth Management and Regional Managing Director at McKinley Carter Wealth Services, Tyrone specializes in helping clients navigate various life transition events. With a background in the Ohio Air National Guard as a Staff Sergeant, Tyrone brings leadership and dedication to their work. As the President of LifePlan Financial Group, Inc., Tyrone has demonstrated strong financial planning and investment management skills. Graduate of Wright State University with a B.S. in Financial Services, Tyrone is a Certified Financial Transitionist™ committed to guiding clients through significant life changes.

Location

Dayton, United States

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McKinley Carter Wealth Services

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.


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Employees

11-50

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