Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

John Phillips IV, CLU®, ChFC®

John Phillips IV, CLU®, ChFC®

Financial Advisor, Investment Advisor Representative

Domicile State: TN
Arkansas Insurance License #: 1127269

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

Phone: 901.767.5951

jphillips12@strategicfinancialpartners.com

 


Business Philosophy

Help coordinate business owners', executives', and professionals' estate plan with their business succession plan, executive benefits, retirement plans, employee benefit plans, and charitable interests to maximize the benefits and financial security for them and their families. 

 

Qualifications 

Financial Advisor/Investment Advisor Representative at Strategic Financial Partners from February 1980 - Present 

 

Professional Designations:

» Chartered Financial Consultant (ChFC) -1983

» Chartered Life Underwriter (CLU) - 1983 

 

Organizations 

» Million Dollar Round Table (MDRT) - Life Member

» Society of Financial Service Professionals (SFSP) - Member

» National Association of Insurance and Financial Advisors (NAIFA) - Member 

 

Education 

» Graduate of Southern Methodist University (SMU) - 1980

» Graduate of Memphis University School (MUS) - 1976 

 

Personal 

» Second Presbyterian Church - Elder

» Family: Wife: Paige, Children: John & Ivy, Paige & Paul, and youngest daughter Bailey

» Hobbies: Golf, Hunting Sports: Grizzlies, SMU Mustangs, Virginia Cavaliers, Arkansas Razorbacks 

Phone 901.767.5951
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck