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An Experienced, Insightful, Personal Approach to Help You Plan, Manage and Preserve Your Wealth Using Fresh Ideas and Solid Values
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Customized, comprehensive long-term financial planning approach |
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Specialized strategic portfolio design |
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Working with families and business owners on estate planning strategies |
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Wayne E. Phillips, Financial Advisor, ChFC®, CRPC®, AAMS®, CRPS®, AWMA®, CMFC® |
In today’s world, you need a financial advisor to help you develop a comprehensive financial strategy. Your portfolio is complex. Finding a financial advisor with the specialized skills to help you manage it is not. Your portfolio has reached the point where it requires a different level of attention. As a result, you need a different level of financial advisor to help you.
Wayne joined Ameriprise Financial in 1996. Being an experienced advisor, he knows that everyone’s financial picture is different. Wayne works with each of his clients to design a custom plan to help them work toward and maintain what is most important to them. He is licensed/registered to conduct certain business in 10 states and helps clients in those states plan their goals. Wayne is committed to doing all he can to assist you in planning to achieve your financial dreams and life goals, whatever your stage in life.
Wayne is involved in the community with service as assistant varsity coach at Renaissance High School and sits on the boards of Benjamin E. Mays Male Academy, Third Eye, Inc., MCOD Scholarship Foundation, Prince Hall Foundation of Michigan and the Walter P. Harris Foundation.
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Areas of Focus
| | | Financial Planning |
| | | Estate Planning |
| | | Investments |
| | | Business Planning |
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Working with this financial advisor is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 142,000 consumers) and registered financial services representatives (over 5,000 financial services professionals) to evaluate the approximately 11,500 wealth managers in the Detroit area (includes Genesee, Livingston, Macomb, Monroe, Oakland, St. Clair, Washtenaw, Wayne counties in the state of Michigan). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Detroit area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, HOUR Detroit or DBusiness.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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