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Steven Phillips AAMS^®

Branch Manager, Managing Director – Investments

Benjamin F. Edwards – Birmingham, AL

Location

850 Shades Creek Pkwy, Ste 310
Birmingham, AL 35209

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. as branch manager in 2013 and facilitated the opening of our Birmingham office. I started my financial services career in 1989.

Outside of work, I like to spend time with my wife, Marian; and our three adult children named Katie, Carol Anne, and Carmen. I also enjoy golf, hunting, saltwater fly fishing, and sports — I’m an avid Auburn University fan. In addition, I enjoy travel, food and wine.