Scott Phillips CFP®

With over 25 years in the financial services industry and money management experience and a graduate of Virginia Commonwealth University, Scott Phillips, principal of Asset Management Consultants, brings knowledge and understanding to his practice in an effort to help individuals and small businesses achieve their financial goals through financial planning and wealth management strategies.

Scott believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate.

Through Asset Investment Solutions, LLC, Scott is a Registered Investment Advisor Representative, and a North Carolina, South Carolina insurance agent with licenses in Life, Health and Accident. Scott is also an LUTCF graduate and is currently looking to attain the Certified Financial Planner (CFP) designation through intensive curriculum and training.

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


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