Broker Check
Chris Phillips

Chris Phillips

Wealth Advisor

Chris Phillips is a seasoned financial advisor with a wealth of experience in the financial services industry. Currently holding the prestigious Chartered Financial Analyst (CFA) designation, Chris has spent over two decades navigating the complexities of the financial world.

Born and raised in Birmingham, AL, Chris has become a respected figure in the local financial community. His journey in finance began over 20 years ago, and throughout his career, he has demonstrated a deep understanding of investment strategies and portfolio management. His most recent role as a Portfolio Manager at Concourse Financial Group Securities showcased his expertise and commitment to helping clients achieve their financial goals.

Beyond the world of finance, Chris finds immense joy in his role as a father. Spending quality time with his son, Ryan, is a top priority for Chris. He takes pride in cheering for Ryan on the soccer field, reveling in the accomplishments and growth of his young athlete.

To balance the demands of his profession and cherish family moments, Chris and his loved ones often retreat to the peaceful setting of the lake. Whether it's boating, fishing, or simply enjoying the serenity of the water, these moments provide a welcome escape from the hustle and bustle of everyday life.

In addition to his professional and family pursuits, Chris is an active member of Prince of Peace Church. His involvement in the church community reflects his commitment to spiritual growth and community engagement, rounding out the multifaceted nature of his life in Birmingham, AL.

Chris Phillips stands as a testament to the harmonious blend of professional success, personal fulfillment, and a strong connection to his faith and community.