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Jeffrey Phillips

Jeffrey Phillips

Jeff Phillips | CFA, CPA | Principal | Wealth Management

Vero Beach, FL | 772.234.8484 | Email | LinkedIn
Service Areas | Investment analysis and portfolio design, qualified and non-qualified corporate retirement and compensation plans, multi-generational financial planning, retirement and estate planning, insurance analysis and strategies, income and estate tax planning

Jeff develops creative strategies that help clients work toward success, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

As chief investment officer of Rehmann’s wealth management division, Jeff provides direction to the firm’s financial service divisions, manages Firm-wide investment research efforts and assists advisors and clients with portfolio construction and management. Jeff also serves as Rehmann’s Florida regional managing principal, shaping the strategy to bolster the firm’s presence within the Florida market.

Experience

Jeff has over 20 years of financial and tax planning experience. Since Jeff joined Rehmann in 2005, he has provided financial planning services to high net worth clients and corporate executives. During this time, he has focused his efforts on estate and gift planning strategies, tax efficient investment management, asset allocation structures and corporate benefit plans.

He is a Certified Public Accountant (CPA) and holds his Chartered Financial Analyst (CFA) designation. Jeff is licensed to sell life insurance.

A Closer Look

  • Jeff has an in-depth knowledge of deferred compensation and stock option plans that enables him to bring unique solutions to clients involved in such structures, especially at publicly traded companies.
  • Jeff is active in the community as the Treasurer of the VNA Foundation of The Treasure Coast and a member of the Indian River Estate Planning Council and St. Helen School Finance Committee.
  • Jeff stays current on matters impacting his clients’ interests through participation in the CFA Institute and CFA Society of South Florida.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5070 North Highway A1A, Suite 250, Vero Beach, FL 32963 | 772.234.8484