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Jeffrey Phillips

Jeffrey Phillips
Sig

Jeff Phillips | CFA, CPA | Principal and Managing Director, Rehmann Financial

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, insurance analysis and strategies, income and estate tax planning

Jeff is a principal and managing director with Rehmann Financial and is based in the Vero Beach, Florida office. He provides direction to all financial service divisions of Rehmann Financial. Additionally, he serves as Rehmann Financial's chief investment officer. In this role, he manages Firm-wide research efforts and assists advisors and clients with portfolio construction and management.

Experience

Jeff has over 15 years of financial 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 planning strategies, education funding, asset allocation structures, corporate benefit plans and not-for-profit entities. 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 has appeared on CNBC and has been quoted in a variety of publications including “Financial Advisor Magazine” and the “Wall Street Journal”.

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

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

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group not affiliated with Royal Alliance Associates.