Shane Phillips

Senior Portfolio Manager & RJFS Financial Advisor at Provenance Wealth Advisors

Shane Phillips joined Provenance Wealth Advisors in 2014 and is trusted by clients for his extensive investment and personal finance expertise. He serves as a portfolio manager and member of the PWA in-house investment committee and research team, where he helps direct asset allocation and fund manager selection for a wide array of clients.

Shane employs holistic financial planning, investment consulting, and research and analysis to deliver a customized and comprehensive financial plan for each client. He primarily works with business owners, entrepreneurs, high-net-worth individuals and families, and retirees seeking the preservation of their lifetime savings.

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