Daniel T. Phillips
- 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.
- 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