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.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
University of Wisconsin – Bachelor of Science in Personal Finance
Investment Advisor Representative of Provenance Wealth Advisors
Registered Representative of Raymond James Financial Services
Chartered Financial Analyst® (CFA)
Chartered Alternative Investment Analyst (CAIA)
State of Florida Life, Health and Annuity
CFA Society of Miami - Member