Bachelor of Science in Economics and Financial Analysis, Summa Cum Laude— University of Alabama at Birmingham.
Daniel T. Phillips, CFA®, CFP®
Director of InvestmenTS
As Director of Investments, Daniel has served as part of the core team that launched EverSource Wealth Advisors. He advises on the development of EverSource’s middle office services and technology platform with a focus on the investment consulting needs and experience of advisors.
In addition, Daniel works as a financial planner and portfolio manager for BMSS Wesson Wealth Solutions where he is primarily responsible for developing the firm’s evidence-based investing philosophy and strategies. He has worked in the wealth advisory and investment industry since 2012, previously serving on the Trust Investment Committee as a trust portfolio manager and investment analyst in the Wealth Services Division of Cadence Bank.
Professional Designations & Affiliations
· Chartered Financial Analyst® (CFA®)
· Certified Financial Planner™ (CFP®)
· CFA Institute
· CFA Society of Alabama
· Financial Planning Association, Northern Alabama Chapter