Jonathan Phillips

Jonathan A Phillips

Financial Representative

FINRA BrokerCheck
1201 Edwards Mill Rd, Second Floor
Raleigh, NC 27607
419-699-8700 919-834-7772 Visit my website

About my practice

A long-time small business owner, I make it my goal to be the best possible partner to small businesses, and the families they support. As a father, uncle, and guardian I understand that financial security is much more than a diversified 401(k) – and that’s why my team and I spend so much of our energy getting to know the ‘you’ underneath. What are your goals? Your fears? Your accomplishments?

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