Melissa
Phillips
Eagle Wealth Strategies
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About this Advisor
Melissa Phillips is a financial advisor based in Woodbury, New Jersey, working with Eagle Wealth Strategies. Melissa has previously held positions at Grimley Financial Group, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Estate Of David B. Tapp Sr, Eagle Wealth Strategies, and Eagle Wealth Strategies LLC. Melissa has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Melissa is part of Eagle Wealth Strategies, which operates out of Woodbury, New Jersey. The firm has 10 employees and manages assets totaling $498.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Eagle Wealth Strategies includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eagle Wealth Strategies Brokerage Details
$498,298,616
10
1,709
$291,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Melissa Phillips Work History
Eagle Wealth Strategies LLC
Estate Of David B. Tapp Sr
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Raymond James Fiancial Services, Inc
Eagle Wealth Strategies
Grimley Financial Group
Disclosures
Please visit the SEC profile of Melissa Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Wealth Strategies
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
Woodbury, NJ
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