Scott Phillips

- Founder/Investment Advisor Representative

Scott Phillips is the Principal of Asset Management Consultants. With over 30 years of experience in the financial services and money management industries, he brings a vast amount of knowledge and understanding to his practice. His number one goal is to help individuals and small businesses achieve their financial goals through detailed planning and wealth management strategies.

It is Scott’s philosophy that at the heart of every successful retirement plan is a comprehensive and cohesive financial strategy. Scott makes sure each of his client’s plans is tailored to meet their unique short and long-term financial goals. His attention to detail doesn’t stop there - Scott gives individual attention to each client, monitoring their progress and making adjustments to their retirement strategy to accommodate for a changing economic climate.

Scott is a Registered Investment Adviser Representative, North Carolina/South Carolina insurance agent with licenses in Life, Health, and Accident and also an LUTCF graduate.

Scott was born and raised in Richmond, Virginia, attended Virginia Commonwealth University, and currently resides in the Charlotte, North Carolina, area. He is happily married and the proud father of two wonderful daughters.

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We are a full-service financial firm, offering a wide range of financial products and services to individuals and business owners.
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You will be better able to identify your goals and make sound decisions by entrusting an experienced team that's knowledgeable to guide you.
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We are that team.

OUR AFFILIATES

The retirement planning team at Asset Management Consultants brings with it a multitude of experience.
​Each member possesses a unique competency that combines to provide a comprehensive Estate and Financial Planning solution.

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