Dane Phillips, Financial Advisor located in Nacogdoches, TX

Financial Advisor
Dane L Phillips

CFP®, ChFC®
3540 North East Stallings #300, Nacogdoches, TX 75965opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Baseball
  • Health & Nutrition
  • Volunteering
  • Coaching Sports

Team Members

  • Kathy Parker
    Sr. Branch Office Administrator
  • Jennifer Cain
    Sr. Branch Office Administrator
    FPQP®
  • Shaina Strong
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(936) 560-4904

Fax

(877) 771-5371

Office Address

3540 North East Stallings #300
Nacogdoches, TX 75965opens in a new window

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