Ty Phillippi
Market Strategist at McKinley Carter Wealth Services, Inc.
Profile
Mr. Tyrone C.
Phillippi is a Director of Wealth Management & Regional Director at McKinley Carter Wealth Services, Inc. He is focused on growing the Dayton region and finding new opportunities for the firm throughout the Buckeye State.
He leads the Dayton advisory team which serves clients in 27 different states.
Additionally, Mr. Phillippi serves as director of Wealth Management, working with the executive team to further integrate and enhance technology offerings to support the firm’s wealth management advisory services.
Mr. Phillippi was employed as a President by LifePlan Financial Group, Inc. and a Chairman & President by Financial Planning Association.
He received his Bachelor of Science in Financial Services degree from Wright State University (Ohio).
Ty Phillippi active positions
| Companies | Position | Start |
|---|---|---|
McKinley Carter Wealth Services, Inc.
 McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Market Strategist | 31/08/2020 |
Former positions of Ty Phillippi
| Companies | Position | End |
|---|---|---|
LifePlan Financial Group, Inc.
 LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | President | 31/08/2020 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Training of Ty Phillippi
| Wright State University (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
LifePlan Financial Group, Inc.
LifePlan Financial Group, Inc. Investment ManagersFinance LifePlan Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Dayton, Ohio. The firm was founded in 1989 by Dana Lee Hypes. They provide advisory services on a discretionary or non-discretionary basis to individuals and high net-worth individuals, pension and profit sharing plans (other than plan participants), and corporations or other businesses. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
McKinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Finance |
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