Ernie Phillips
Portfolio Manager-Equities at Resource Consulting Group, Inc.
Profile
Mr. Ernest E.
Phillips, Jr., is a Wealth Advisor & Shareholder at Resource Consulting Group, Inc. He joined the firm in September 2002.
He has over 14 years of experience working with clients on their financial planning and investment management needs.
As a Wealth Advisor, he is involved in the creation, implementation, and monitoring of financial plans, and the investment management of client portfolios.
He brings years of experience and a well-rounded background to the firm.
He has held several licenses in the areas of securities and insurance.
In addition, he is a member of The Financial Planning Association and the FPA of Central Florida.
Mr. Phillips received his bachelor’s degree in Finance with Honors from Northeastern Illinois University.
He earned his Certified Financial Planner certification in January 2006.
Ernie Phillips active positions
| Companies | Position | Start |
|---|---|---|
Resource Consulting Group, Inc.
 Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | 31/08/2002 |
Training of Ernie Phillips
| Northeastern Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
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