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BJ
Barry Phillips, J.D.
High School Teacher at Alliance Academy for Innovation (Georgia)
Experienced financial advisor and attorney delivering strategic financial planning and wealth management services.
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Location
Atlanta Metropolitan Area, US
Skills
- Financial Advisory
- Investments
- Financial Planning
- Leadership
- Management
- Show all
Bio
Generated by
Topline AI
Barry Phillips, J.D., is a seasoned financial professional with 20+ years of experience in financial advisory, investments, and leadership. He has taught criminal justice and law at Alliance Academy for Innovation and worked as a financial advisor at PNC, SunTrust Investment Services, and Merrill Lynch. Barry holds a Juris Doctor degree from Touro College Jacob D. Fuchsberg Law Center and a Bachelor of Arts degree from Binghamton University.
Credentials
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Series 66
FINRA -
Series 7
FINRA
Experience
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Alliance Academy for Innovation (Georgia)
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Cumming, Georgia, United States
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High School Teacher
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Jul 2022 - Jul 2022
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Cumming, Georgia, United States
Teaching Criminal Justice and Law in the legal pathway offered to high school students at Alliance Academy for Innovation.
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PNC
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Cumming, Georgia, United States
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Relationship Banker
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Sep 2021 - Jul 2022
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Cumming, Georgia, United States
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SunTrust Investment Services, Inc.
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Greater Atlanta Area
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Financial Advisor
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May 2017 - Nov 2018
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Greater Atlanta Area
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Financial Engines
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Alpharetta, Georgia
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Senior Vice President, Financial Planning
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Sep 2016 - Nov 2016
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Alpharetta, Georgia
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The Mutual Fund Store
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Alpharetta, GA
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Senior Vice President - Investments
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Dec 2012 - Sep 2016
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Alpharetta, GA
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Merrill Lynch
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Alpharetta, GA
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Financial Advisor
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Jan 2011 - Sep 2012
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Alpharetta, GA
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Attorney
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1990 - 2010
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New York State Senate
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Albany, New York Area
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Counsel
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Jan 1990 - Dec 1990
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Albany, New York Area
Counsel to the NYS Senate Transportation Committee
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Staff Attorney
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1986 - 1989
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Education
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1983 - 1986Touro College Jacob D. Fuchsberg Law Center
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1978 - 1980
Binghamton University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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