Phillips and Company Wealth Strategies Employee Directory

Q: What is Phillips and Company Wealth Strategies known for?

Phillips and Company Wealth Strategies was founded in 1992. Phillips and Company Wealth Strategies operates in the Financial Services industry.

Financial ServicesOregon, United States11-50 Employees

Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over 5,000 clients nationwide. As one of the largest investment firms in Oregon, the company leverages its collective experience to recommend and monitor investment strategies for its clients.

Find Phillips and Company Wealth Strategies employees' phone numbers or email addresses

Phillips and Company Wealth Strategies Global Highlights

North America
24

United States Of America
24

Phillips and Company Wealth Strategies's Leadership

T. P.
Ceo
Mobile Phone
Email
S. N.
Senior Investment Advisor At Phillips And Company / Member / Corporate Officer
Mobile Phone
Email
M. G.
Senior Investment Manager, Member, Corporate Officer
Mobile Phone
Email
M. S.
Senior Investment Manager, Member, Corporate Officer Phillips And Company
Mobile Phone
Email
M. L.
Senior Investment Advisor
Mobile Phone
Email
S. V.
Senior Investment Advisor
Mobile Phone
Email
G. M.
Senior Financial Advisor, Member, Corporate Officer
Mobile Phone
Email
G. M.
Senior Wealth Advisor
Mobile Phone
Email

Contact profiles from Phillips and Company Wealth Strategies

Name

Title

Contact Info

Location

Last Update

A. G.
401k Support Specialist
Mobile Phone
Email
United StatesOregon
Sep 10, 2025
B. T.
Associate Advisor
Mobile Phone
Email
United StatesOregon
Sep 09, 2025
K. A.
Operations Specialist
Mobile Phone
Email
United StatesOregon
Oct 27, 2025
K. H.
Participant Engagement Associate
Mobile Phone
Email
United StatesOregon
Oct 25, 2025
M. O.
Business Solutions Architect
Mobile Phone
Email
United StatesOregon
Oct 25, 2025
J. M.
Investment Analyst
Mobile Phone
Email
May 20, 2024
S. K.
Sales Assistant
Mobile Phone
Email
Oct 22, 2024
M. M.
Mobile Phone
Email
United StatesNew York
Sep 15, 2024

Frequently Asked Questions

What is Phillips and Company Wealth Strategies known for?

Phillips and Company Wealth Strategies was founded in 1992 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-224-****

. Explore Phillips and Company Wealth Strategies's company overview page for more information.

What is Phillips and Company Wealth Strategies's most common email format?

Phillips and Company Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Phillips and Company Wealth Strategies email formats with LeadIQ.

How many employees does Phillips and Company Wealth Strategies have currently?

Phillips and Company Wealth Strategies has approximately 21 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Phillips and Company Wealth Strategies's key employees and leadership?

As of December 2025, Phillips and Company Wealth Strategies's key employees include:

Ceo: T. P.
Senior Investment Advisor At Phillips And Company / Member / Corporate Officer: S. N.
Senior Investment Manager, Member, Corporate Officer: M. G.
Senior Investment Manager, Member, Corporate Officer Phillips And Company: M. S.
Senior Investment Advisor: M. L.

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