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BRADLEY PHILLIPS,

CFA

FINANCIAL ADVISOR, DIRECTOR-INVESTMENTS

BRADLEY PHILLIPS

Contact Info

o.  404 262 5380

f. 404 231 7015

Registered In
See All Licenses

Biography

As an Oppenheimer Financial Advisor I align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.