Daniel Phillips
Daniel T. Phillips

Professional Experience:

  • Associate Advisor at BMSS Wesson Wealth Solutions, a Registered Investment Advisory firm owned by BMSS, LLC.
  • Daniel has worked in the wealth advisory industry since 2012, serving previously as a Trust Portfolio Manager and Investment Analyst in the Wealth Service division of Cadence Bank.
  • He specializes in providing investment portfolio management, financial and tax planning for corporate executives and private business owners.

Education:

  • University of Alabama at Birmingham – Bachelor of Science in Economics and Financial Analysis
    • Graduated Summa Cum Laude
    • Beta Gamma Sigma, Business Honors Program
    • Green & Gold Fund, Chief Investment Officer and Portfolio Manager

Professional Designation & Affiliations:

  • CFA® Charterholder
  • Certified Financial Planner™ (CFP®)
  • Registered Investment Advisor Representative (Series 65)
  • Rising Stars in Money, Birmingham Business Journal, 2016
  • CFA Institute
  • CFA Society of Alabama