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Amanda Phillips

Amanda Phillips

Financial Planner

Followers of Amanda Phillips610 followers
location of Amanda PhillipsGreater Indianapolis

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  • Timeline

  • About me

    Private Wealth Advisor at Ronald Blue Trust

  • Education

    • David Lipscomb University

      1995 - 1996
      Business Administration and Management, General

    • Purdue University

      1996 - 1999
      Bachelor of Science (B.S.) Financial Counseling & Planning 3.88

  • Experience

    • Creative Financial Designs

      Apr 1999 - Jan 2001
      Financial Planner

    • MetLife

      Jan 2001 - Jun 2002
      Assistant Manager

    • Oxford Financial Group, Ltd.

      Jun 2002 - Sept 2015
      Client Service Manager

    • Ronald Blue Trust

      Sept 2015 - now

      Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 16 offices we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include:• Financial, retirement, and estate planning• Investment management• Cash flow and budget planning• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family Office• Professional Athlete services• Institutional services• Retirement plan consulting Show less

      • Private Wealth Advisor

        Jan 2023 - now

      • Sr. Financial Planner

        Sept 2015 - Jan 2023

  • Licenses & Certifications

    • Certified Kingdom Advisor

      Kingdom Advisors
      Nov 2022
      View certificate certificate

    • Certified Wealth Strategist

      Cannon Financial Institute
      Feb 2019

    • Chartered Advisor in Philanthropy (CAP)

      The American College of Financial Services
      Jul 2016

    • Certified Financial Planner

      CFP Board
      Mar 2003

  • Volunteer Experience

    • Journey of Generosity Facilitator

      Issued by Generous Giving on Sept 2016
      Generous GivingAssociated with Amanda Phillips

    • Lead organizer of fundraising 5k for ABTA in memory of my father - Ron Love Walk/Run for Hope

      Issued by American Brain Tumor Association on Jun 2011
      American Brain Tumor AssociationAssociated with Amanda Phillips

    • Administration Team

      Issued by Common Ground Christian Church on Mar 2017
      Common Ground Christian ChurchAssociated with Amanda Phillips

    • Ministry Liason

      Issued by UNITE INDY on Jun 2017
      UNITE INDYAssociated with Amanda Phillips