Advisory Services Since 1933

CONNECT

Address:

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

Phone:

901.767.5951

Philip E. LaMoreaux, III

Philip E. LaMoreaux, III

Financial Advisor, Financial Services Representative

Domicile State: TN
Arkansas Insurance License #: 7267763

Strategic Financial Partners

949 South Shady Grove Rd., Suite 300

Memphis, Tennessee 38120

Phone: 901.767.5951

plamoreauxiii@strategicfinancialpartners.com

 


Qualifications 

» Super Starter Award – New England Financial, 2008

» Investment Advisor Representative (IAR) 

» Registered to offer securities products in TN, MS, AR, DE, MO & AL 

» License to sell Life & Health Insurance in TN, MS, AR & AL 

» Was a client of Strategic Financial Partners for 6 years before starting a career with the firm in 2007 

» 9 year veteran of the automobile industry 

 

Products and Services

» IRA Consolidation / Rollovers 

» Estate Conservation Strategies 

» Retirement Analysis & Solutions 

» Income Protection Solutions – “Defend Your Income” 

» Wealth Management Services 

» Pension Payout Alternatives 

» Lump Sum Pension Distribution 

» Charitable Giving Strategies 

» Health Insurance 

» Employee Benefits 

» Education Funding Strategies 

» Pension Transfers / Rollovers 

» Mutual Funds 

» Buy-Sell Funding Strategies 

» Variable and Fixed Annuities 

» Mortgage Protection (through life insurance & income protection solutions) 

» Income Replacement (through income protection solutions & life insurance) 

» Business Continuation Strategies 

» Term Life Insurance 

» Universal Life Insurance 

» Whole Life Insurance 

» Variable Universal Life Insurance 

» Budgeting for Retirement 

» Budgeting for Pre-Retirees 

» Budgeting for Up & Comers 

» Tax Sheltered Annuities, 403(b) Plans 

» Long Term Care Insurance 

» Medicare Supplement Coverage 

 

Personal 

» 4th Generation, Native Memphian 

» Wife: Mary Morgan 

» Children: Lewis and Palmer 

» Education: B.A. University of Mississippi,1997 

» International Studies, University of Salamanca,1997 

» FSR2 '92, National Outdoor Leadership School 

» CAN '98 National Outdoor Leadership School 

» Hobbies: Outdoor Enthusiast and Sports Fan 

 

Organizations 

» Member – Church of the Holy Communion 

» Alumni Board (Previous) – Presbyterian Day School 

» Member – Wolf River Conservancy 

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