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Daniel T. Phillips
Director of Investments at EverSource Wealth Advisors LLC
Daniel T. Phillips active positions
Companies | Position | Start | End |
---|---|---|---|
EverSource Wealth Advisors LLC
![]() EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Director of Investments | 2020-09-30 | - |
Career history of Daniel T. Phillips
Former positions of Daniel T. Phillips
Companies | Position | Start | End |
---|---|---|---|
BMSS Wesson Wealth Solutions LLC
![]() BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Portfolio Manager-Equities | 2015-12-31 | 2020-08-31 |
Training of Daniel T. Phillips
The University of Alabama | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Director of Investments | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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EverSource Wealth Advisors LLC
![]() EverSource Wealth Advisors LLC Investment ManagersFinance EverSource Wealth Advisors LLC (EverSource) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Mark Wesson and Don Murphy in 2017. EverSource provides wealth management services, which includes investment advisory, financial planning, and consulting services to individuals, families, estates and trusts, charitable foundations, institutions, broker/dealers, retirement plans, IARs and other Registered Investment Advisor firms. | Finance |
BMSS Wesson Wealth Solutions LLC
![]() BMSS Wesson Wealth Solutions LLC Investment ManagersFinance BMSS Wesson Wealth Solutions LLC is a registered investment advisor based in Birmingham, AL. The private company aligns values with the big picture perspective, brings clarity to decision making, and chooses the right path for their clients. The company offers expertise and education to help their clients make intentional decisions and achieve intentional results. Mark A. Wesson has been the CEO of the company since 2015. | Finance |
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