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      Shane Phillips Headshot

      Shane Phillips, CFA, CAIA, CFP®

      Portfolio Manager and Financial Advisor
      sphillips@provwealth.com
      Check the background of this investment professional on
      Broker Check

      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.

       

       

      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.

       


      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® Professional

      State of Florida Life, Health and Annuity


      Community:

      CFA Society of Miami - Member