Douglas Phillips
Partner / Financial Advisor
Douglas graduated from the Robert H. Smith School of Business at the University of Maryland, with a degree in Finance in 2006. With over 15 years of financial planning expertise, Doug understands the nuances of the various planning stages of life. By utilizing a network of investment strategists, attorneys and tax specialists, Doug takes a holistic approach to helping individuals and businesses meet their objectives. Wealth accumulation, asset management and income distribution planning are top priorities for Doug’s clientele.
Douglas lives in Woodcliff Lake, NJ along with his wife Kaylan, daughter Naomi and son Dylan. Kaylan and Doug share a love of taking road trips, touring historic homes and spending summer days at the pool. The whole family enjoys annual vacations to Cape May and Long Beach Island. Some of Doug’s personal passions are golf, running, sporting clays, skeet, carpentry and restoration projects.
Douglas Phillips holds the series 6, 7, 24, 51, 63, and 66 registrations