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    Shane Phillips Headshot

    Shane Phillips, CFA, CAIA, CFP®

    Portfolio Manager


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    Experience:

    Shane Phillips joined Provenance Wealth Advisors in 2014 with experience in asset manager research, asset allocation and market analysis. He is a member of the firm’s investment committee and focuses his practice on investment consulting, research and analysis.

    Prior to joining PWA, Phillips worked as a financial analyst in the Merrill Lynch Private Banking and Investment group and as a portfolio analyst in the Asset Manager Research group for Robert W. Baird. His experience allows him to assist clients in developing an investment strategy that fits into their full financial picture including, risk tolerance and income needs.

     

    Check the background of this investment professional on FINRA’s BrokerCheck.


    Education:

    University of Wisconsin – Bachelor of Science in Personal Finance


    Affiliations:

    Investment Advisor Representative of Provenance Wealth Advisors

    Registered Representative of Raymond James Financial Services

    Chartered Financial Analyst® (CFA)

    Chartered Alternative Investment Analyst (CAIA)

    CFP®

    State of Florida Life, Health and Annuity


    Community:

    CFA Society of Miami - Member


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